+575.9%
HDB vs VYM
+487.3%
+88.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.1% |
| 7D | -4.9% | -1.0% | -3.9% | -3.7% |
| 30D | -5.8% | -2.0% | -3.8% | -3.4% |
| 3M | -5.2% | +3.1% | -8.3% | -8.8% |
| 6M | -25.7% | +8.9% | -34.6% | -33.2% |
| YTD | -39.6% | +14.7% | -54.3% | -49.2% |
| 1Y | -36.9% | +19.4% | -56.3% | -49.8% |
| 3Y | -29.7% | +65.4% | -95.1% | -64.4% |
| 5Y | -37.8% | +77.6% | -115.3% | -71.8% |
| 10Y | +33.7% | +207.8% | -174.0% | -74.7% |
| All | +575.9% | +487.3% | +88.6% | -43.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling