+419.8%
HDV vs VT
+328.1%
+91.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.4% | +1.1% |
| 7D | -0.5% | -4.2% | +3.7% | +2.3% |
| 30D | +8.1% | -5.8% | +13.9% | +12.3% |
| 3M | +7.7% | -5.2% | +12.9% | +11.3% |
| 6M | +14.1% | +0.1% | +14.0% | +13.1% |
| YTD | +28.8% | +8.2% | +20.6% | +20.6% |
| 1Y | +33.8% | +10.1% | +23.7% | +23.7% |
| 3Y | +73.0% | +69.7% | +3.4% | +16.1% |
| 5Y | +84.4% | +53.4% | +31.0% | +31.7% |
| 10Y | +181.8% | +219.2% | -37.4% | +20.2% |
| All | +419.8% | +328.1% | +91.8% | +85.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling