+135.2%
VGT vs HDB
-38.7%
+173.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.6% | +0.4% |
| 7D | +1.5% | -4.9% | +6.3% | +3.1% |
| 30D | +0.5% | -5.8% | +6.4% | +2.3% |
| 3M | +5.3% | -5.2% | +10.5% | +6.2% |
| 6M | +32.4% | -25.7% | +58.1% | +44.6% |
| YTD | +28.6% | -39.6% | +68.2% | +50.4% |
| 1Y | +37.6% | -36.9% | +74.6% | +58.1% |
| 3Y | +125.5% | -29.7% | +155.2% | +143.6% |
| 5Y | +135.2% | -37.8% | +173.0% | +156.9% |
| All | +135.2% | -38.7% | +173.9% | +156.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling