+64.6%
VTI vs HD
+5.7%
+58.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | +2.5% | +1.5% | +1.0% | +1.9% |
| 30D | -1.5% | +18.0% | -19.5% | -8.2% |
| 3M | -3.2% | +2.8% | -6.0% | -4.6% |
| 6M | +2.3% | +17.0% | -14.7% | -5.1% |
| YTD | +11.6% | +3.5% | +8.1% | +8.6% |
| 1Y | +13.8% | -2.6% | +16.4% | +13.6% |
| 3Y | +77.4% | +30.7% | +46.7% | +49.7% |
| All | +64.6% | +5.7% | +58.8% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling