+16.1%
VEA vs HDB
-29.0%
+45.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +2.3% | +2.7% | -0.5% | +1.7% |
| 30D | +0.2% | +14.1% | -13.9% | -2.8% |
| 3M | -5.3% | +11.8% | -17.2% | -7.8% |
| 6M | -0.9% | +8.2% | -9.1% | -3.5% |
| YTD | +12.2% | -29.3% | +41.5% | +14.3% |
| 1Y | +16.1% | -28.8% | +44.9% | +18.0% |
| All | +16.1% | -29.0% | +45.1% | +18.0% |
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