+449.7%
V vs HD
+257.8%
+191.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.9% | +0.9% |
| 7D | +2.2% | +4.3% | -2.1% | 0.0% |
| 30D | +13.6% | +20.2% | -6.6% | +3.5% |
| 3M | +14.3% | -1.0% | +15.3% | +14.5% |
| 6M | +33.1% | +7.9% | +25.2% | +27.1% |
| YTD | +21.2% | +2.0% | +19.3% | +18.1% |
| 1Y | +26.4% | -4.3% | +30.7% | +27.1% |
| 3Y | +77.6% | +25.9% | +51.7% | +49.4% |
| 5Y | +102.6% | +5.8% | +96.8% | +83.5% |
| All | +449.7% | +257.8% | +191.9% | +164.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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