+1,453.7%
HD vs VTV
+721.7%
+732.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.2% |
| 7D | -2.1% | +0.5% | -2.6% | -2.5% |
| 30D | -8.4% | +1.1% | -9.5% | -9.4% |
| 3M | +4.3% | +5.9% | -1.5% | -1.1% |
| 6M | -11.1% | +11.6% | -22.8% | -19.8% |
| YTD | -4.7% | +19.8% | -24.5% | -19.6% |
| 1Y | -19.8% | +26.2% | -46.0% | -35.6% |
| 3Y | +4.1% | +68.5% | -64.4% | -36.3% |
| 5Y | +10.3% | +79.9% | -69.6% | -36.2% |
| 10Y | +203.2% | +229.7% | -26.5% | -0.2% |
| All | +1,453.7% | +721.7% | +732.0% | +104.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling