-6.8%
HDB vs VCLT
+16.4%
-23.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | 0.0% |
| 7D | +6.9% | -0.6% | +7.5% | +7.3% |
| 30D | +15.2% | +2.8% | +12.5% | +13.5% |
| 3M | +11.7% | -0.4% | +12.1% | +11.9% |
| 6M | +7.5% | -3.1% | +10.6% | +9.4% |
| YTD | -28.8% | -2.7% | -26.1% | -27.7% |
| 1Y | -29.1% | -3.7% | -25.4% | -27.7% |
| All | -6.8% | +16.4% | -23.2% | -5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling