-28.8%
HDB vs VCLT
-4.7%
-24.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | +2.7% | -2.3% | +5.0% | +5.3% |
| 30D | +14.1% | +0.8% | +13.4% | +13.2% |
| 3M | +11.8% | -2.7% | +14.5% | +14.8% |
| 6M | +8.2% | -4.3% | +12.5% | +13.5% |
| YTD | -29.3% | -4.3% | -25.0% | -25.4% |
| 1Y | -28.8% | -4.4% | -24.4% | -24.9% |
| All | -28.8% | -4.7% | -24.1% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling