-31.4%
HDB vs VYM
+64.0%
-95.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.8% |
| 7D | -6.2% | -1.9% | -4.3% | -5.1% |
| 30D | -6.2% | -2.6% | -3.6% | -4.7% |
| 3M | -5.9% | +3.6% | -9.4% | -7.9% |
| 6M | -25.9% | +8.7% | -34.6% | -29.5% |
| YTD | -40.2% | +14.1% | -54.4% | -44.5% |
| 1Y | -38.0% | +17.8% | -55.8% | -43.4% |
| All | -31.4% | +64.0% | -95.4% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 3y: compounded portfolio wealth divided by compounded VYM 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…
3y analysis · Full analysis span regression · 6 months rolling