-25.7%
HDB vs VT
+53.2%
-78.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.1% | +5.6% | +4.5% |
| 7D | +13.3% | -4.2% | +17.5% | +16.7% |
| 30D | +10.2% | -5.8% | +16.0% | +14.9% |
| 3M | +3.6% | -5.2% | +8.8% | +7.6% |
| 6M | -0.5% | +0.1% | -0.7% | -0.9% |
| YTD | -32.4% | +8.2% | -40.6% | -36.4% |
| 1Y | -31.1% | +10.1% | -41.2% | -36.0% |
| 3Y | -12.6% | +69.7% | -82.3% | -43.7% |
| 5Y | -25.7% | +53.4% | -79.0% | -46.3% |
| All | -25.7% | +53.2% | -78.9% | -46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling