-51.4%
VG vs HDB
-13.5%
-37.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | +0.8% |
| 7D | -22.0% | +13.3% | -35.4% | -17.7% |
| 30D | -11.6% | +13.6% | -25.2% | -6.6% |
| 3M | -14.9% | +5.8% | -20.6% | -12.1% |
| 6M | -3.5% | -1.9% | -1.6% | -2.1% |
| YTD | +70.0% | -31.2% | +101.2% | +88.3% |
| 1Y | +50.0% | -29.6% | +79.6% | +64.4% |
| All | -51.4% | -13.5% | -37.9% | -66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling