-4.6%
HD vs VWO
+5.9%
-10.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.7% | +4.8% | +5.8% |
| 7D | +11.9% | -1.3% | +13.2% | +12.4% |
| 30D | +26.4% | -7.1% | +33.6% | +30.1% |
| 3M | +2.8% | -6.1% | +8.9% | +5.3% |
| 6M | +15.5% | -3.9% | +19.3% | +16.1% |
| YTD | +5.5% | +5.0% | +0.5% | +1.3% |
| 1Y | -4.6% | +6.0% | -10.6% | -8.1% |
| All | -4.6% | +5.9% | -10.5% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 1y: compounded portfolio wealth divided by compounded VWO 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…
1y analysis · Full analysis span regression · 6 months rolling