-2.6%
HD price history and return analytics
+12.5%
-15.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +5.2% | -0.1% | +5.3% | +5.2% |
| 30D | +20.7% | -3.1% | +23.8% | +23.3% |
| 3M | +0.8% | -3.5% | +4.3% | +3.3% |
| 6M | +12.2% | +0.5% | +11.8% | +11.0% |
| YTD | +4.2% | +10.8% | -6.6% | -6.5% |
| 1Y | -2.6% | +11.9% | -14.5% | -13.4% |
| All | -2.6% | +12.5% | -15.0% | -13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling