+152.5%
VMC vs HDB
+32.4%
+120.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.5% | -2.7% |
| 7D | -5.3% | -4.9% | -0.5% | -3.7% |
| 30D | -12.3% | -5.8% | -6.4% | -10.5% |
| 3M | -10.3% | -5.2% | -5.1% | -8.9% |
| 6M | -8.6% | -25.7% | +17.1% | +0.2% |
| YTD | -11.9% | -39.6% | +27.7% | +3.1% |
| 1Y | -13.9% | -36.9% | +23.0% | -0.9% |
| 3Y | +18.2% | -29.7% | +47.9% | +28.5% |
| 5Y | +47.7% | -37.8% | +85.5% | +64.2% |
| 10Y | +152.5% | +33.7% | +118.8% | +95.8% |
| All | +152.5% | +32.4% | +120.0% | +95.8% |
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