+6.2%
HD vs VTV
+80.1%
-73.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | -1.8% | -0.7% | -1.2% | -1.1% |
| 30D | -10.8% | -0.5% | -10.4% | -10.3% |
| 3M | -2.7% | +5.3% | -8.0% | -7.9% |
| 6M | -10.3% | +12.9% | -23.2% | -21.1% |
| YTD | -7.8% | +18.5% | -26.3% | -23.0% |
| 1Y | -23.1% | +25.3% | -48.4% | -39.5% |
| 3Y | +2.0% | +68.2% | -66.2% | -41.7% |
| 5Y | +6.2% | +80.6% | -74.4% | -42.0% |
| All | +6.2% | +80.1% | -73.9% | -42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling