+2,267.4%
VGT vs HDB
+1,833.8%
+433.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.5% |
| 7D | +1.0% | +0.4% | +0.6% | +0.8% |
| 30D | +1.3% | -2.8% | +4.1% | +2.1% |
| 3M | -1.1% | -3.5% | +2.4% | -0.6% |
| 6M | +32.6% | -24.7% | +57.3% | +43.6% |
| YTD | +29.0% | -36.6% | +65.6% | +47.1% |
| 1Y | +39.7% | -34.4% | +74.1% | +57.3% |
| 3Y | +120.9% | -24.4% | +145.3% | +133.5% |
| 5Y | +133.6% | -35.4% | +168.9% | +156.5% |
| 10Y | +792.6% | +39.5% | +753.0% | +637.9% |
| All | +2,267.4% | +1,833.8% | +433.5% | +737.1% |
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