+331.9%
VFC vs HDB
+4,142.9%
-3,811.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.6% | -0.4% |
| 7D | +11.2% | +13.3% | -2.1% | +7.3% |
| 30D | +41.5% | +13.6% | +28.0% | +36.5% |
| 3M | +38.9% | +5.8% | +33.2% | +36.6% |
| 6M | +6.1% | -1.9% | +8.1% | +6.2% |
| YTD | +14.5% | -31.2% | +45.7% | +26.6% |
| 1Y | +46.0% | -29.6% | +75.5% | +60.1% |
| 3Y | +36.4% | -10.1% | +46.5% | +38.0% |
| 5Y | -67.5% | -24.3% | -43.2% | -65.8% |
| 10Y | -45.8% | +59.3% | -105.1% | -54.3% |
| All | +331.9% | +4,142.9% | -3,811.0% | +79.1% |
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 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