+37.3%
HDB vs VT
+224.5%
-187.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.4% | +0.4% | 0.0% | 0.0% |
| 30D | -2.8% | +1.0% | -3.8% | -3.7% |
| 3M | -3.5% | +2.4% | -5.9% | -5.7% |
| 6M | -24.7% | +12.0% | -36.7% | -31.8% |
| YTD | -36.6% | +15.3% | -51.9% | -44.0% |
| 1Y | -34.4% | +22.6% | -57.0% | -45.2% |
| 3Y | -24.4% | +74.7% | -99.1% | -54.9% |
| 5Y | -35.4% | +66.1% | -101.5% | -59.7% |
| All | +37.3% | +224.5% | -187.2% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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