+247.2%
HD price history and return analytics
+217.6%
+29.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | +5.2% | -0.1% | +5.3% | +5.3% |
| 30D | +20.7% | -3.1% | +23.8% | +24.2% |
| 3M | +0.8% | -3.5% | +4.3% | +4.1% |
| 6M | +12.2% | +0.5% | +11.8% | +11.1% |
| YTD | +4.2% | +10.8% | -6.6% | -6.3% |
| 1Y | -2.6% | +11.9% | -14.5% | -13.3% |
| 3Y | +30.0% | +73.0% | -43.0% | -26.1% |
| 5Y | +8.1% | +58.6% | -50.5% | -32.9% |
| 10Y | +247.2% | +219.2% | +28.0% | +15.4% |
| All | +247.2% | +217.6% | +29.5% | +15.4% |
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