+905.2%
VRT vs HDB
-35.4%
+940.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.5% |
| 7D | +9.1% | +0.4% | +8.7% | +8.9% |
| 30D | +0.9% | -2.8% | +3.7% | +2.0% |
| 3M | -13.4% | -3.5% | -9.8% | -13.0% |
| 6M | +11.7% | -24.7% | +36.4% | +25.9% |
| YTD | +73.2% | -36.6% | +109.8% | +111.3% |
| 1Y | +123.4% | -34.4% | +157.8% | +166.5% |
| 3Y | +606.2% | -24.4% | +630.6% | +651.8% |
| All | +905.2% | -35.4% | +940.7% | +1,044.1% |
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