+455.5%
V vs HD
+253.5%
+202.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | +0.8% | +5.2% | -4.4% | -1.8% |
| 30D | +9.9% | +20.7% | -10.8% | 0.0% |
| 3M | +17.5% | +0.8% | +16.7% | +16.6% |
| 6M | +33.5% | +12.2% | +21.2% | +24.9% |
| YTD | +21.6% | +4.2% | +17.3% | +17.1% |
| 1Y | +27.6% | -2.6% | +30.1% | +27.0% |
| 3Y | +76.4% | +30.0% | +46.4% | +45.9% |
| 5Y | +103.8% | +8.1% | +95.7% | +82.6% |
| 10Y | +455.5% | +247.2% | +208.3% | +158.4% |
| All | +455.5% | +253.5% | +202.0% | +158.4% |
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