-10.8%
HDB vs VLTO
+56.1%
-66.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.8% | +2.5% |
| 7D | +13.7% | +2.0% | +11.7% | +13.3% |
| 30D | +15.8% | +21.8% | -6.0% | +12.3% |
| 3M | +9.2% | +20.2% | -11.0% | +6.0% |
| 6M | +3.2% | +36.3% | -33.2% | -1.8% |
| YTD | -29.4% | +18.8% | -48.2% | -31.8% |
| 1Y | -27.9% | +20.4% | -48.3% | -30.5% |
| 3Y | -5.9% | +71.9% | -77.8% | -13.1% |
| All | -10.8% | +56.1% | -66.9% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling