+175.2%
HDV vs VT
+215.5%
-40.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -2.2% | -2.3% | +0.1% | -0.7% |
| 30D | +7.7% | -5.0% | +12.7% | +11.4% |
| 3M | +6.6% | -4.9% | +11.5% | +10.1% |
| 6M | +14.0% | -1.5% | +15.6% | +14.3% |
| YTD | +27.9% | +8.5% | +19.5% | +19.0% |
| 1Y | +32.7% | +11.4% | +21.4% | +20.9% |
| 3Y | +72.8% | +70.1% | +2.8% | +11.6% |
| 5Y | +83.1% | +53.7% | +29.4% | +27.1% |
| All | +175.2% | +215.5% | -40.4% | +6.0% |
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