+60.9%
VEA vs HDB
-38.7%
+99.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.4% |
| 7D | +0.3% | -4.9% | +5.2% | +1.7% |
| 30D | +0.4% | -5.8% | +6.3% | +2.1% |
| 3M | +4.8% | -5.2% | +10.0% | +5.9% |
| 6M | +11.3% | -25.7% | +37.0% | +20.1% |
| YTD | +17.4% | -39.6% | +57.0% | +34.0% |
| 1Y | +26.2% | -36.9% | +63.1% | +42.1% |
| 3Y | +77.7% | -29.7% | +107.5% | +91.1% |
| 5Y | +60.9% | -37.8% | +98.7% | +74.4% |
| All | +60.9% | -38.7% | +99.6% | +74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling