+811.3%
HDB vs VIG
+623.5%
+187.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | +0.2% |
| 7D | +0.4% | -0.4% | +0.9% | +1.0% |
| 30D | -2.8% | -1.0% | -1.8% | -1.6% |
| 3M | -3.5% | +2.8% | -6.3% | -7.0% |
| 6M | -24.7% | +8.2% | -32.9% | -32.0% |
| YTD | -36.6% | +11.0% | -47.6% | -44.8% |
| 1Y | -34.4% | +16.1% | -50.5% | -46.4% |
| 3Y | -24.4% | +56.2% | -80.5% | -60.2% |
| 5Y | -35.4% | +63.0% | -98.3% | -68.7% |
| 10Y | +39.5% | +241.4% | -201.9% | -80.8% |
| All | +811.3% | +623.5% | +187.8% | -65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling