+8,292.4%
VLO vs HDB
+4,256.0%
+4,036.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.3% | +2.0% |
| 7D | -6.5% | +13.7% | -20.2% | -10.9% |
| 30D | -17.8% | +15.8% | -33.6% | -22.2% |
| 3M | +19.6% | +9.2% | +10.4% | +15.1% |
| 6M | +49.3% | +3.2% | +46.1% | +45.2% |
| YTD | +122.4% | -29.4% | +151.8% | +144.6% |
| 1Y | +107.4% | -27.9% | +135.4% | +126.2% |
| 3Y | +223.1% | -5.9% | +228.9% | +209.1% |
| 5Y | +432.2% | -23.5% | +455.7% | +435.8% |
| 10Y | +743.6% | +61.3% | +682.3% | +521.0% |
| All | +8,292.4% | +4,256.0% | +4,036.4% | +2,787.0% |
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