+254.2%
HD price history and return analytics
+215.5%
+38.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -2.1% |
| 7D | +4.3% | -2.3% | +6.7% | +6.7% |
| 30D | +20.2% | -5.0% | +25.1% | +26.0% |
| 3M | -1.0% | -4.9% | +3.9% | +3.7% |
| 6M | +7.9% | -1.5% | +9.4% | +8.9% |
| YTD | +2.0% | +8.5% | -6.5% | -6.5% |
| 1Y | -4.3% | +11.4% | -15.7% | -14.5% |
| 3Y | +25.9% | +70.1% | -44.1% | -27.3% |
| 5Y | +5.8% | +53.7% | -47.9% | -32.2% |
| All | +254.2% | +215.5% | +38.7% | +23.7% |
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