+2.1%
HD vs VWO
+64.3%
-62.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -10.8% | +0.9% | -11.7% | -11.3% |
| 3M | -2.7% | +4.3% | -6.9% | -4.9% |
| 6M | -10.3% | +10.5% | -20.8% | -15.3% |
| YTD | -7.8% | +13.4% | -21.2% | -14.2% |
| 1Y | -23.1% | +18.6% | -41.7% | -30.4% |
| All | +2.1% | +64.3% | -62.2% | -27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling