+6.8%
VRT vs HDB
-27.9%
+34.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.7% | +7.0% | +9.3% |
| 7D | -10.6% | +13.7% | -24.3% | -11.9% |
| 30D | -17.4% | +15.8% | -33.3% | -19.1% |
| 3M | -26.4% | +9.2% | -35.6% | -27.1% |
| 6M | -41.0% | +3.2% | -44.2% | -41.3% |
| YTD | +23.8% | -29.4% | +53.2% | +22.3% |
| All | +6.8% | -27.9% | +34.8% | +4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling