+73.7%
VTI vs HD
+6.0%
+67.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.1% |
| 7D | -0.4% | -1.8% | +1.5% | +0.4% |
| 30D | -1.6% | -10.8% | +9.3% | +3.2% |
| 3M | +3.6% | -2.7% | +6.2% | +4.2% |
| 6M | +13.0% | -10.3% | +23.3% | +17.5% |
| YTD | +12.7% | -7.8% | +20.5% | +15.4% |
| 1Y | +18.4% | -23.1% | +41.5% | +31.5% |
| 3Y | +76.4% | +2.0% | +74.4% | +67.5% |
| 5Y | +73.7% | +6.2% | +67.5% | +53.2% |
| All | +73.7% | +6.0% | +67.7% | +53.2% |
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