+8.2%
HD price history and return analytics
+57.4%
-49.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +0.7% |
| 7D | +3.6% | +0.4% | +3.2% | +3.3% |
| 30D | +21.6% | -2.6% | +24.2% | +24.2% |
| 3M | +0.1% | -3.2% | +3.3% | +2.8% |
| 6M | +13.0% | +0.9% | +12.0% | +11.6% |
| YTD | +4.9% | +11.3% | -6.4% | -5.0% |
| 1Y | -2.1% | +14.0% | -16.1% | -13.3% |
| 3Y | +32.6% | +75.8% | -43.2% | -21.8% |
| 5Y | +8.2% | +57.8% | -49.6% | -30.2% |
| All | +8.2% | +57.4% | -49.1% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling