+10.8%
HD vs VUG
+76.6%
-65.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | -2.1% | -0.1% | -1.9% | -2.0% |
| 30D | -8.4% | -0.3% | -8.1% | -8.3% |
| 3M | +4.3% | -0.7% | +5.0% | +4.5% |
| 6M | -11.1% | +14.6% | -25.8% | -18.1% |
| YTD | -4.7% | +9.0% | -13.7% | -9.7% |
| 1Y | -19.8% | +14.9% | -34.7% | -26.6% |
| 3Y | +4.1% | +86.0% | -81.9% | -31.1% |
| All | +10.8% | +76.6% | -65.8% | -26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling