-25.0%
HD vs VWO
+16.3%
-41.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.7% |
| 7D | -3.8% | -1.8% | -2.1% | -3.1% |
| 30D | -9.4% | -0.1% | -9.3% | -9.4% |
| 3M | -4.6% | +2.2% | -6.8% | -5.5% |
| 6M | -10.1% | +8.8% | -18.8% | -14.5% |
| YTD | -8.3% | +12.4% | -20.7% | -12.5% |
| 1Y | -25.0% | +15.6% | -40.6% | -28.5% |
| All | -25.0% | +16.3% | -41.3% | -28.5% |
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