+248.1%
HD vs VUG
+402.9%
-154.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.6% | -0.7% |
| 7D | -0.5% | +4.4% | -4.9% | -3.5% |
| 30D | +18.5% | -7.3% | +25.8% | +24.5% |
| 3M | +2.2% | -4.2% | +6.4% | +4.7% |
| 6M | +13.8% | -1.6% | +15.4% | +13.9% |
| YTD | +3.4% | +4.9% | -1.5% | -1.6% |
| 1Y | -3.5% | +3.8% | -7.3% | -7.5% |
| 3Y | +29.0% | +79.4% | -50.4% | -21.7% |
| 5Y | +6.1% | +63.9% | -57.8% | -31.5% |
| All | +248.1% | +402.9% | -154.8% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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