+124.4%
VGT vs HDB
-30.2%
+154.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.6% | +0.2% |
| 7D | +1.5% | -4.9% | +6.3% | +2.4% |
| 30D | +0.5% | -5.8% | +6.4% | +1.6% |
| 3M | +5.3% | -5.2% | +10.5% | +5.7% |
| 6M | +32.4% | -25.7% | +58.1% | +39.0% |
| YTD | +28.6% | -39.6% | +68.2% | +39.9% |
| 1Y | +37.6% | -36.9% | +74.6% | +48.3% |
| All | +124.4% | -30.2% | +154.7% | +133.3% |
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