-37.8%
HDB vs VO
+42.2%
-80.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.2% |
| 7D | -4.9% | -0.6% | -4.3% | -4.5% |
| 30D | -5.8% | -1.9% | -3.9% | -4.7% |
| 3M | -5.2% | +3.3% | -8.5% | -7.2% |
| 6M | -25.7% | +9.7% | -35.4% | -29.9% |
| YTD | -39.6% | +12.6% | -52.2% | -44.0% |
| 1Y | -36.9% | +13.6% | -50.6% | -42.0% |
| 3Y | -29.7% | +56.8% | -86.5% | -49.1% |
| 5Y | -37.8% | +42.3% | -80.0% | -52.1% |
| All | -37.8% | +42.2% | -80.0% | -52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling