+69.5%
VG vs HDB
-28.3%
+97.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.6% |
| 7D | +5.5% | +6.9% | -1.4% | +10.5% |
| 30D | -3.6% | +15.2% | -18.8% | +7.2% |
| 3M | -4.0% | +11.7% | -15.7% | +4.7% |
| 6M | +9.4% | +7.5% | +1.9% | +18.6% |
| YTD | +86.6% | -28.8% | +115.4% | +106.2% |
| 1Y | +69.5% | -29.1% | +98.6% | +86.1% |
| All | +69.5% | -28.3% | +97.8% | +86.1% |
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