+6.7%
HD vs VUG
+62.0%
-55.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.6% |
| 7D | +1.5% | +2.5% | -1.0% | +0.2% |
| 30D | +18.0% | -6.3% | +24.3% | +21.8% |
| 3M | +2.8% | -6.0% | +8.8% | +5.9% |
| 6M | +17.0% | -3.5% | +20.5% | +18.4% |
| YTD | +3.5% | +3.9% | -0.4% | +0.2% |
| 1Y | -2.6% | +5.1% | -7.7% | -6.4% |
| 3Y | +30.7% | +77.9% | -47.1% | -11.8% |
| All | +6.7% | +62.0% | -55.4% | -26.5% |
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