-11.7%
HDSN vs VT
+221.4%
-233.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | +4.1% | +1.0% | +3.1% | +3.2% |
| 30D | -4.5% | -0.2% | -4.2% | -4.1% |
| 3M | -1.8% | +4.5% | -6.4% | -5.4% |
| 6M | -13.7% | +14.1% | -27.8% | -22.4% |
| YTD | -21.9% | +14.8% | -36.7% | -30.0% |
| 1Y | -48.1% | +21.2% | -69.3% | -55.4% |
| 3Y | -55.7% | +76.6% | -132.2% | -71.8% |
| 5Y | +61.6% | +66.6% | -5.0% | +7.2% |
| 10Y | -11.7% | +222.3% | -234.0% | -63.5% |
| All | -11.7% | +221.4% | -233.2% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling