+2.1%
HD vs VYM
+64.8%
-62.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | -1.8% | -1.0% | -0.8% | -0.8% |
| 30D | -10.8% | -2.0% | -8.8% | -8.9% |
| 3M | -2.7% | +3.1% | -5.7% | -5.6% |
| 6M | -10.3% | +8.9% | -19.2% | -17.7% |
| YTD | -7.8% | +14.7% | -22.6% | -19.8% |
| 1Y | -23.1% | +19.4% | -42.6% | -35.8% |
| All | +2.1% | +64.8% | -62.7% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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