+1,813.8%
HDB vs VO
+827.2%
+986.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.2% |
| 7D | +0.4% | -0.3% | +0.7% | +0.7% |
| 30D | -2.8% | -0.3% | -2.5% | -2.5% |
| 3M | -3.5% | +2.9% | -6.5% | -6.7% |
| 6M | -24.7% | +9.3% | -34.1% | -31.7% |
| YTD | -36.6% | +14.2% | -50.8% | -45.4% |
| 1Y | -34.4% | +15.3% | -49.6% | -44.3% |
| 3Y | -24.4% | +56.2% | -80.6% | -56.2% |
| 5Y | -35.4% | +42.4% | -77.8% | -59.5% |
| 10Y | +39.5% | +194.7% | -155.2% | -67.4% |
| All | +1,813.8% | +827.2% | +986.6% | +17.8% |
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 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