+294.5%
VTI vs HD
+208.4%
+86.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | +0.1% |
| 7D | -2.0% | -3.9% | +1.9% | -0.1% |
| 30D | -1.9% | -13.1% | +11.2% | +5.0% |
| 3M | +4.5% | -3.4% | +8.0% | +5.7% |
| 6M | +12.6% | -12.6% | +25.1% | +19.2% |
| YTD | +12.0% | -9.2% | +21.2% | +16.0% |
| 1Y | +17.3% | -23.9% | +41.3% | +32.6% |
| 3Y | +75.3% | +0.4% | +74.9% | +67.7% |
| 5Y | +74.0% | +4.5% | +69.5% | +58.8% |
| All | +294.5% | +208.4% | +86.1% | +118.8% |
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