+728.4%
VGT vs HDB
+63.5%
+664.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.8% |
| 7D | +2.5% | +2.7% | -0.3% | +1.6% |
| 30D | -9.5% | +14.1% | -23.6% | -13.5% |
| 3M | -9.5% | +11.8% | -21.3% | -13.2% |
| 6M | -1.8% | +8.2% | -9.9% | -5.3% |
| YTD | +18.4% | -29.3% | +47.7% | +31.2% |
| 1Y | +18.7% | -28.8% | +47.5% | +31.1% |
| 3Y | +103.8% | -7.5% | +111.3% | +100.4% |
| 5Y | +104.4% | -23.1% | +127.4% | +111.1% |
| All | +728.4% | +63.5% | +664.9% | +570.6% |
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