+2.1%
HD vs VTEB
+9.0%
-6.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | +0.1% |
| 7D | -1.8% | -0.7% | -1.1% | -0.3% |
| 30D | -10.8% | -2.1% | -8.8% | -6.7% |
| 3M | -2.7% | -2.7% | 0.0% | +3.3% |
| 6M | -10.3% | -2.1% | -8.2% | -5.8% |
| YTD | -7.8% | -1.1% | -6.7% | -4.9% |
| 1Y | -23.1% | +1.3% | -24.5% | -24.3% |
| All | +2.1% | +9.0% | -6.9% | -12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling