+1,562.2%
HD vs VUG
+1,157.1%
+405.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.8% | -2.6% |
| 7D | +4.3% | -3.4% | +7.7% | +7.2% |
| 30D | +20.2% | -11.1% | +31.3% | +31.8% |
| 3M | -1.0% | -7.2% | +6.2% | +4.6% |
| 6M | +7.9% | -4.1% | +12.0% | +10.3% |
| YTD | +2.0% | +1.4% | +0.6% | -1.1% |
| 1Y | -4.3% | +1.9% | -6.2% | -7.7% |
| 3Y | +25.9% | +77.7% | -51.8% | -28.5% |
| 5Y | +5.8% | +57.6% | -51.8% | -34.8% |
| 10Y | +262.5% | +398.6% | -136.0% | -28.3% |
| All | +1,562.2% | +1,157.1% | +405.1% | +25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling