+158.3%
VEA vs HDB
+575.8%
-417.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | +2.3% | +2.7% | -0.5% | +1.3% |
| 30D | +0.2% | +14.1% | -13.9% | -4.7% |
| 3M | -5.3% | +11.8% | -17.2% | -9.5% |
| 6M | -0.9% | +8.2% | -9.1% | -4.7% |
| YTD | +12.2% | -29.3% | +41.5% | +25.5% |
| 1Y | +16.1% | -28.8% | +44.9% | +29.4% |
| 3Y | +73.0% | -7.5% | +80.4% | +71.1% |
| 5Y | +53.7% | -23.1% | +76.8% | +59.5% |
| 10Y | +159.3% | +63.7% | +95.6% | +86.2% |
| All | +158.3% | +575.8% | -417.5% | -19.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling