+291.4%
HSBC vs VT
+215.5%
+75.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | +2.5% | -2.3% | +4.8% | +4.6% |
| 30D | -6.6% | -5.0% | -1.6% | -2.4% |
| 3M | -14.2% | -4.9% | -9.3% | -10.4% |
| 6M | -3.2% | -1.5% | -1.7% | -1.8% |
| YTD | +15.6% | +8.5% | +7.1% | +8.5% |
| 1Y | +27.2% | +11.4% | +15.8% | +16.8% |
| 3Y | +182.8% | +70.1% | +112.7% | +82.9% |
| 5Y | +303.6% | +53.7% | +249.8% | +181.8% |
| All | +291.4% | +215.5% | +75.9% | +40.6% |
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