+799.4%
HDB vs VEU
+174.2%
+625.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.5% | +0.5% |
| 7D | +2.7% | +2.1% | +0.6% | +0.3% |
| 30D | +14.1% | -0.9% | +15.1% | +15.0% |
| 3M | +11.8% | -5.4% | +17.2% | +18.7% |
| 6M | +8.2% | -1.8% | +10.0% | +9.4% |
| YTD | -29.3% | +10.9% | -40.2% | -38.3% |
| 1Y | -28.8% | +13.6% | -42.4% | -39.5% |
| 3Y | -7.5% | +69.3% | -76.7% | -51.9% |
| 5Y | -23.1% | +48.1% | -71.2% | -53.6% |
| 10Y | +63.7% | +148.0% | -84.3% | -49.0% |
| All | +799.4% | +174.2% | +625.3% | +212.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling