+158.3%
VEA vs HDB
+32.9%
+125.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.9% |
| 7D | -2.1% | -6.2% | +4.1% | -0.2% |
| 30D | -1.1% | -6.2% | +5.2% | +0.8% |
| 3M | +5.1% | -5.9% | +10.9% | +6.5% |
| 6M | +9.8% | -25.9% | +35.7% | +19.1% |
| YTD | +15.9% | -40.2% | +56.2% | +33.8% |
| 1Y | +24.6% | -38.0% | +62.5% | +41.9% |
| 3Y | +75.5% | -30.5% | +106.0% | +90.1% |
| 5Y | +59.4% | -38.1% | +97.5% | +75.6% |
| All | +158.3% | +32.9% | +125.4% | +123.7% |
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