-4.6%
HD vs VTV
+28.2%
-32.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.5% | +5.0% | +4.3% |
| 7D | +11.9% | +1.8% | +10.1% | +9.2% |
| 30D | +26.4% | +6.0% | +20.4% | +16.6% |
| 3M | +2.8% | +3.7% | -0.8% | -2.2% |
| 6M | +15.5% | +13.9% | +1.5% | -4.0% |
| YTD | +5.5% | +22.8% | -17.2% | -21.0% |
| 1Y | -4.6% | +27.9% | -32.5% | -33.2% |
| All | -4.6% | +28.2% | -32.8% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling