-38.0%
HDB vs VEU
+22.8%
-60.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.3% |
| 7D | -6.2% | -1.9% | -4.3% | -5.0% |
| 30D | -6.2% | -0.7% | -5.5% | -5.8% |
| 3M | -5.9% | +4.9% | -10.7% | -8.9% |
| 6M | -25.9% | +9.8% | -35.8% | -31.3% |
| YTD | -40.2% | +15.3% | -55.5% | -44.6% |
| 1Y | -38.0% | +23.0% | -61.0% | -43.2% |
| All | -38.0% | +22.8% | -60.8% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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