+131.4%
VMC vs HDB
+64.3%
+67.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -4.3% | +6.9% | -11.2% | -6.4% |
| 30D | +16.2% | +15.2% | +1.0% | +10.9% |
| 3M | -0.8% | +11.7% | -12.5% | -4.6% |
| 6M | +1.2% | +7.5% | -6.4% | -1.8% |
| YTD | +0.5% | -28.8% | +29.3% | +11.1% |
| 1Y | -2.9% | -29.1% | +26.2% | +7.5% |
| 3Y | +37.3% | -7.0% | +44.4% | +35.6% |
| 5Y | +48.8% | -22.1% | +70.8% | +53.2% |
| 10Y | +131.4% | +64.9% | +66.5% | +69.3% |
| All | +131.4% | +64.3% | +67.1% | +69.3% |
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 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