+5.8%
HD vs VUG
+57.0%
-51.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.8% | -2.3% |
| 7D | +4.3% | -3.4% | +7.7% | +6.2% |
| 30D | +20.2% | -11.1% | +31.3% | +27.6% |
| 3M | -1.0% | -7.2% | +6.2% | +2.6% |
| 6M | +7.9% | -4.1% | +12.0% | +9.5% |
| YTD | +2.0% | +1.4% | +0.6% | 0.0% |
| 1Y | -4.3% | +1.9% | -6.2% | -6.5% |
| 3Y | +25.9% | +77.7% | -51.8% | -15.2% |
| All | +5.8% | +57.0% | -51.3% | -25.8% |
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