+140.4%
HDEF price history and return analytics
+222.7%
-82.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | -0.6% | +2.9% | -3.5% | -2.7% |
| 30D | +5.1% | -2.5% | +7.6% | +6.9% |
| 3M | +2.9% | -3.3% | +6.2% | +5.2% |
| 6M | +8.1% | +1.5% | +6.6% | +6.3% |
| YTD | +15.1% | +11.4% | +3.8% | +5.4% |
| 1Y | +17.5% | +11.9% | +5.6% | +7.2% |
| 3Y | +74.4% | +73.9% | +0.5% | +12.3% |
| 5Y | +85.1% | +57.9% | +27.2% | +27.5% |
| All | +140.4% | +222.7% | -82.3% | +6.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling