+444.2%
V vs HDB
+61.5%
+382.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -1.0% |
| 7D | -0.8% | +13.7% | -14.5% | -5.1% |
| 30D | +9.5% | +15.8% | -6.3% | +4.1% |
| 3M | +16.7% | +9.2% | +7.4% | +12.8% |
| 6M | +32.9% | +3.2% | +29.8% | +30.2% |
| YTD | +21.1% | -29.4% | +50.5% | +35.0% |
| 1Y | +26.6% | -27.9% | +54.6% | +40.1% |
| 3Y | +78.4% | -5.9% | +84.2% | +74.1% |
| 5Y | +105.5% | -23.5% | +129.0% | +112.4% |
| 10Y | +444.2% | +61.3% | +382.9% | +311.6% |
| All | +444.2% | +61.5% | +382.7% | +311.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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