+24.6%
VEA vs HDB
-37.9%
+62.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | -2.1% | -6.2% | +4.1% | -0.6% |
| 30D | -1.1% | -6.2% | +5.2% | +0.4% |
| 3M | +5.1% | -5.9% | +10.9% | +5.6% |
| 6M | +9.8% | -25.9% | +35.7% | +15.2% |
| YTD | +15.9% | -40.2% | +56.2% | +22.5% |
| 1Y | +24.6% | -38.0% | +62.5% | +31.1% |
| All | +24.6% | -37.9% | +62.5% | +31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling