+1,975.7%
HDB vs VO
+797.8%
+1,177.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.9% |
| 7D | +13.3% | -2.6% | +15.9% | +16.5% |
| 30D | +13.6% | -0.9% | +14.5% | +14.5% |
| 3M | +5.8% | -3.0% | +8.8% | +9.2% |
| 6M | -1.9% | +2.2% | -4.1% | -4.4% |
| YTD | -31.2% | +10.6% | -41.8% | -38.7% |
| 1Y | -29.6% | +12.5% | -42.1% | -38.5% |
| 3Y | -10.1% | +61.4% | -71.5% | -49.8% |
| 5Y | -24.3% | +33.4% | -57.8% | -48.9% |
| 10Y | +59.3% | +201.5% | -142.3% | -64.1% |
| All | +1,975.7% | +797.8% | +1,177.9% | +32.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling