+1,917.9%
VRT vs HD
+122.3%
+1,795.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.9% | +6.7% | +8.1% |
| 7D | -10.6% | +3.6% | -14.2% | -12.7% |
| 30D | -17.4% | +21.6% | -39.0% | -26.8% |
| 3M | -26.4% | +0.1% | -26.5% | -27.4% |
| 6M | -41.0% | +13.0% | -54.0% | -46.4% |
| YTD | +23.8% | +4.9% | +18.9% | +16.9% |
| 1Y | +11.6% | -2.1% | +13.7% | +9.3% |
| 3Y | +403.5% | +32.6% | +370.9% | +294.3% |
| 5Y | +647.0% | +8.2% | +638.8% | +559.2% |
| All | +1,917.9% | +122.3% | +1,795.6% | +1,176.3% |
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