+206.4%
HD vs VTEB
+17.9%
+188.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.5% |
| 7D | -3.8% | -0.9% | -2.9% | -2.6% |
| 30D | -9.4% | -2.5% | -6.9% | -6.3% |
| 3M | -4.6% | -3.0% | -1.6% | -0.6% |
| 6M | -10.1% | -2.1% | -8.0% | -7.3% |
| YTD | -8.3% | -1.5% | -6.8% | -6.2% |
| 1Y | -25.0% | +0.2% | -25.2% | -24.9% |
| 3Y | +1.5% | +8.6% | -7.0% | -7.4% |
| 5Y | +5.6% | +1.2% | +4.4% | +3.8% |
| All | +206.4% | +17.9% | +188.5% | +212.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VTEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling