+248.6%
HD price history and return analytics
+221.8%
+26.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +1.5% | +2.4% | -0.8% | -0.7% |
| 30D | +18.0% | -1.5% | +19.5% | +19.6% |
| 3M | +2.8% | -4.1% | +6.9% | +6.9% |
| 6M | +17.0% | +0.6% | +16.4% | +15.8% |
| YTD | +3.5% | +11.0% | -7.5% | -7.2% |
| 1Y | -2.6% | +13.3% | -15.9% | -14.4% |
| 3Y | +30.7% | +73.4% | -42.7% | -25.9% |
| 5Y | +6.2% | +57.4% | -51.2% | -33.5% |
| All | +248.6% | +221.8% | +26.8% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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