+2,155.6%
HD price history and return analytics
+355.4%
+1,800.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +5.2% | -0.1% | +5.3% | +5.3% |
| 30D | +20.7% | -3.1% | +23.8% | +23.8% |
| 3M | +0.8% | -3.5% | +4.3% | +3.7% |
| 6M | +12.2% | +0.5% | +11.8% | +11.3% |
| YTD | +4.2% | +10.8% | -6.6% | -4.9% |
| 1Y | -2.6% | +11.9% | -14.5% | -11.8% |
| 3Y | +30.0% | +73.0% | -43.0% | -19.4% |
| 5Y | +8.1% | +58.6% | -50.5% | -27.9% |
| 10Y | +247.2% | +219.2% | +28.0% | +32.2% |
| All | +2,155.6% | +355.4% | +1,800.1% | +579.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling