+1,453.7%
HD vs VUG
+1,251.8%
+201.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.3% |
| 7D | -2.1% | -0.1% | -1.9% | -2.0% |
| 30D | -8.4% | -0.3% | -8.1% | -8.2% |
| 3M | +4.3% | -0.7% | +5.0% | +4.4% |
| 6M | -11.1% | +14.6% | -25.8% | -21.5% |
| YTD | -4.7% | +9.0% | -13.7% | -12.4% |
| 1Y | -19.8% | +14.9% | -34.7% | -29.9% |
| 3Y | +4.1% | +86.0% | -81.9% | -42.7% |
| 5Y | +10.3% | +76.7% | -66.4% | -38.2% |
| 10Y | +203.2% | +411.3% | -208.1% | -40.5% |
| All | +1,453.7% | +1,251.8% | +201.9% | +11.1% |
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