+203.4%
HD vs VTV
+232.1%
-28.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -0.8% |
| 7D | -3.9% | -2.1% | -1.8% | -1.8% |
| 30D | -13.1% | -1.3% | -11.8% | -11.9% |
| 3M | -3.4% | +5.6% | -9.1% | -8.6% |
| 6M | -12.6% | +12.4% | -24.9% | -22.1% |
| YTD | -9.2% | +17.6% | -26.9% | -22.8% |
| 1Y | -23.9% | +23.5% | -47.4% | -38.4% |
| 3Y | +0.4% | +67.0% | -66.6% | -39.9% |
| 5Y | +4.5% | +80.5% | -76.0% | -41.7% |
| All | +203.4% | +232.1% | -28.7% | -2.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling