+707.2%
HDB vs VEU
+192.1%
+515.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -1.0% | -1.0% |
| 7D | +0.4% | +1.1% | -0.7% | -0.9% |
| 30D | -2.8% | +2.2% | -5.0% | -5.3% |
| 3M | -3.5% | +3.0% | -6.5% | -7.3% |
| 6M | -24.7% | +10.9% | -35.6% | -33.7% |
| YTD | -36.6% | +18.2% | -54.8% | -48.3% |
| 1Y | -34.4% | +28.3% | -62.6% | -51.6% |
| 3Y | -24.4% | +74.6% | -99.0% | -62.0% |
| 5Y | -35.4% | +56.4% | -91.7% | -63.3% |
| 10Y | +39.5% | +153.0% | -113.5% | -57.3% |
| All | +707.2% | +192.1% | +515.0% | +161.7% |
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