+454.5%
V vs HDB
+61.4%
+393.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +0.6% | +12.7% | -12.1% | -3.5% |
| 30D | +9.7% | +16.6% | -6.9% | +4.0% |
| 3M | +17.3% | +10.8% | +6.5% | +12.9% |
| 6M | +33.2% | +3.8% | +29.4% | +30.2% |
| YTD | +21.3% | -28.9% | +50.2% | +35.0% |
| 1Y | +27.3% | -28.0% | +55.3% | +40.9% |
| 3Y | +76.1% | -7.2% | +83.2% | +72.9% |
| 5Y | +103.5% | -22.2% | +125.7% | +109.0% |
| 10Y | +454.5% | +63.6% | +390.9% | +319.6% |
| All | +454.5% | +61.4% | +393.1% | +319.6% |
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