+2,107.2%
HD price history and return analytics
+346.0%
+1,761.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -2.0% |
| 7D | +4.3% | -2.3% | +6.7% | +6.4% |
| 30D | +20.2% | -5.0% | +25.1% | +25.3% |
| 3M | -1.0% | -4.9% | +3.9% | +3.1% |
| 6M | +7.9% | -1.5% | +9.4% | +8.9% |
| YTD | +2.0% | +8.5% | -6.5% | -5.3% |
| 1Y | -4.3% | +11.4% | -15.7% | -13.1% |
| 3Y | +25.9% | +70.1% | -44.1% | -20.8% |
| 5Y | +5.8% | +53.7% | -47.9% | -27.5% |
| 10Y | +262.5% | +220.0% | +42.6% | +38.0% |
| All | +2,107.2% | +346.0% | +1,761.2% | +576.3% |
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