-39.3%
VG vs HDB
-20.3%
-19.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.6% |
| 7D | +1.7% | +0.4% | +1.3% | +1.9% |
| 30D | +16.0% | -2.8% | +18.8% | +14.9% |
| 3M | +9.7% | -3.5% | +13.3% | +8.9% |
| 6M | +29.6% | -24.7% | +54.3% | +28.4% |
| YTD | +112.0% | -36.6% | +148.6% | +125.6% |
| 1Y | +12.8% | -34.4% | +47.2% | +17.8% |
| All | -39.3% | -20.3% | -19.1% | -59.4% |
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 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