+81.9%
HDV price history and return analytics
+66.8%
+15.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -1.4% | +1.0% | -2.4% | -1.9% |
| 30D | +1.8% | -0.2% | +2.0% | +1.9% |
| 3M | +8.1% | +4.5% | +3.5% | +5.5% |
| 6M | +9.4% | +14.1% | -4.6% | +1.8% |
| YTD | +22.4% | +14.8% | +7.6% | +13.3% |
| 1Y | +24.8% | +21.2% | +3.6% | +11.9% |
| 3Y | +58.1% | +76.6% | -18.4% | +12.6% |
| All | +81.9% | +66.8% | +15.1% | +29.8% |
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