-28.5%
HDB vs VIG
+57.1%
-85.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.5% |
| 7D | -2.0% | -0.4% | -1.6% | -1.8% |
| 30D | -4.9% | -2.1% | -2.8% | -3.5% |
| 3M | -2.3% | +3.3% | -5.6% | -4.4% |
| 6M | -23.7% | +9.3% | -33.0% | -27.9% |
| YTD | -38.5% | +10.1% | -48.6% | -42.0% |
| 1Y | -36.5% | +14.7% | -51.2% | -41.4% |
| 3Y | -28.5% | +56.9% | -85.4% | -48.8% |
| All | -28.5% | +57.1% | -85.5% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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