-11.1%
HDB vs VLTO
+55.4%
-66.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | +4.1% | +0.8% | +3.3% | +4.0% |
| 30D | +13.0% | +18.7% | -5.7% | +9.9% |
| 3M | +11.3% | +21.7% | -10.5% | +7.8% |
| 6M | +6.9% | +35.8% | -28.9% | +1.8% |
| YTD | -29.6% | +18.3% | -47.9% | -32.0% |
| 1Y | -29.5% | +20.9% | -50.4% | -32.1% |
| 3Y | -8.1% | +68.8% | -77.0% | -14.9% |
| All | -11.1% | +55.4% | -66.5% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling