+47.7%
VMC vs HDB
-38.7%
+86.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.5% | -2.7% |
| 7D | -5.3% | -4.9% | -0.5% | -3.9% |
| 30D | -12.3% | -5.8% | -6.4% | -10.8% |
| 3M | -10.3% | -5.2% | -5.1% | -9.0% |
| 6M | -8.6% | -25.7% | +17.1% | -1.1% |
| YTD | -11.9% | -39.6% | +27.7% | +0.6% |
| 1Y | -13.9% | -36.9% | +23.0% | -3.0% |
| 3Y | +18.2% | -29.7% | +47.9% | +27.1% |
| 5Y | +47.7% | -37.8% | +85.5% | +53.4% |
| All | +47.7% | -38.7% | +86.5% | +53.4% |
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