+62.5%
HDB vs VO
+197.5%
-135.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | -0.1% | +0.6% |
| 7D | +13.7% | -0.1% | +13.8% | +13.7% |
| 30D | +15.8% | +0.5% | +15.3% | +15.3% |
| 3M | +9.2% | -1.0% | +10.2% | +10.0% |
| 6M | +3.2% | +6.4% | -3.3% | -1.6% |
| YTD | -29.4% | +13.6% | -43.0% | -35.8% |
| 1Y | -27.9% | +14.5% | -42.4% | -34.9% |
| 3Y | -5.9% | +67.2% | -73.1% | -37.9% |
| 5Y | -23.5% | +36.1% | -59.6% | -40.9% |
| All | +62.5% | +197.5% | -135.0% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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