-30.7%
HDB vs VCLT
+12.6%
-43.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -4.9% | 0.0% | -4.9% | -4.9% |
| 30D | -5.8% | +0.1% | -6.0% | -5.9% |
| 3M | -5.2% | -2.9% | -2.3% | -3.8% |
| 6M | -25.7% | -4.0% | -21.8% | -24.3% |
| YTD | -39.6% | -2.2% | -37.3% | -38.8% |
| 1Y | -36.9% | -2.6% | -34.3% | -36.0% |
| All | -30.7% | +12.6% | -43.3% | -33.7% |
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