+198.4%
HSBC vs VT
+363.9%
-165.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.7% | +4.1% | +4.1% |
| 7D | +3.5% | -0.3% | +3.8% | +3.8% |
| 30D | -7.6% | -1.4% | -6.1% | -6.2% |
| 3M | -15.3% | -1.4% | -13.9% | -14.1% |
| 6M | +0.2% | +5.5% | -5.3% | -4.7% |
| YTD | +18.0% | +12.8% | +5.2% | +5.6% |
| 1Y | +33.8% | +15.4% | +18.4% | +17.2% |
| 3Y | +192.4% | +76.9% | +115.6% | +69.1% |
| 5Y | +312.9% | +60.4% | +252.5% | +160.0% |
| 10Y | +315.3% | +232.8% | +82.5% | +22.4% |
| All | +198.4% | +363.9% | -165.5% | -40.8% |
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