+1,266.3%
HD vs VWO
+328.1%
+938.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.5% |
| 7D | -2.1% | +1.1% | -3.1% | -2.6% |
| 30D | -8.4% | +2.4% | -10.8% | -9.6% |
| 3M | +4.3% | +2.0% | +2.3% | +3.0% |
| 6M | -11.1% | +10.7% | -21.8% | -16.2% |
| YTD | -4.7% | +14.4% | -19.1% | -11.8% |
| 1Y | -19.8% | +22.7% | -42.5% | -28.7% |
| 3Y | +4.1% | +64.2% | -60.1% | -21.5% |
| 5Y | +10.3% | +35.8% | -25.4% | -8.7% |
| 10Y | +203.2% | +114.7% | +88.5% | +94.5% |
| All | +1,266.3% | +328.1% | +938.2% | +423.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling