+686.3%
HDB vs VT
+345.0%
+341.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.1% | +5.6% | +6.1% |
| 7D | +13.3% | -4.2% | +17.5% | +18.5% |
| 30D | +10.2% | -5.8% | +16.0% | +17.4% |
| 3M | +3.6% | -5.2% | +8.8% | +9.6% |
| 6M | -0.5% | +0.1% | -0.7% | -1.3% |
| YTD | -32.4% | +8.2% | -40.6% | -38.5% |
| 1Y | -31.1% | +10.1% | -41.2% | -38.6% |
| 3Y | -12.6% | +69.7% | -82.3% | -53.9% |
| 5Y | -25.7% | +53.4% | -79.0% | -56.4% |
| 10Y | +56.5% | +219.2% | -162.7% | -63.8% |
| All | +686.3% | +345.0% | +341.4% | +42.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling