+800.0%
VGT vs HDB
+42.1%
+757.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.9% | -5.7% | -1.1% |
| 7D | -0.2% | +0.7% | -0.9% | -0.5% |
| 30D | -0.4% | +1.0% | -1.4% | -1.0% |
| 3M | +4.4% | -2.0% | +6.4% | +4.3% |
| 6M | +32.1% | -18.1% | +50.2% | +39.8% |
| YTD | +28.8% | -36.1% | +64.9% | +48.0% |
| 1Y | +35.3% | -34.0% | +69.4% | +53.5% |
| 3Y | +124.8% | -26.7% | +151.5% | +140.5% |
| 5Y | +137.9% | -33.9% | +171.8% | +159.0% |
| All | +800.0% | +42.1% | +757.9% | +665.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling