+2,826.7%
VRT vs HDB
-5.6%
+2,832.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.0% | +6.7% | +4.8% |
| 7D | +13.6% | -2.0% | +15.7% | +14.4% |
| 30D | +6.8% | -4.9% | +11.6% | +8.5% |
| 3M | -3.2% | -2.3% | -0.9% | -3.4% |
| 6M | +20.3% | -23.7% | +44.1% | +32.1% |
| YTD | +79.6% | -38.5% | +118.1% | +113.8% |
| 1Y | +139.0% | -36.5% | +175.5% | +179.8% |
| 3Y | +644.6% | -28.5% | +673.1% | +711.5% |
| 5Y | +1,024.4% | -37.4% | +1,061.7% | +1,171.3% |
| All | +2,826.7% | -5.6% | +2,832.3% | +2,570.8% |
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