+1,963.1%
HD price history and return analytics
+374.2%
+1,588.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | -2.1% | +0.4% | -2.5% | -2.4% |
| 30D | -8.4% | +1.0% | -9.4% | -9.2% |
| 3M | +4.3% | +2.4% | +2.0% | +2.1% |
| 6M | -11.1% | +12.0% | -23.1% | -19.5% |
| YTD | -4.7% | +15.3% | -20.0% | -15.8% |
| 1Y | -19.8% | +22.6% | -42.4% | -32.9% |
| 3Y | +4.1% | +74.7% | -70.6% | -35.9% |
| 5Y | +10.3% | +66.1% | -55.8% | -29.1% |
| 10Y | +203.2% | +225.0% | -21.8% | +13.6% |
| All | +1,963.1% | +374.2% | +1,588.9% | +501.0% |
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