-3.5%
HD vs VUG
+3.0%
-6.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.6% | -0.8% |
| 7D | -0.5% | +4.4% | -4.9% | -1.7% |
| 30D | +18.5% | -7.3% | +25.8% | +21.1% |
| 3M | +2.2% | -4.2% | +6.4% | +3.0% |
| 6M | +13.8% | -1.6% | +15.4% | +13.3% |
| YTD | +3.4% | +4.9% | -1.5% | -2.0% |
| 1Y | -3.5% | +3.8% | -7.3% | -7.2% |
| All | -3.5% | +3.0% | -6.5% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling