+112.0%
VSH vs HDB
-34.6%
+146.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.9% | +4.5% |
| 7D | +4.1% | +0.4% | +3.6% | +4.0% |
| 30D | -4.2% | -2.8% | -1.3% | -3.6% |
| 3M | -50.0% | -3.5% | -46.4% | -50.0% |
| 6M | +80.2% | -24.7% | +104.9% | +81.7% |
| YTD | +121.1% | -36.6% | +157.7% | +119.5% |
| 1Y | +112.0% | -34.4% | +146.4% | +107.3% |
| All | +112.0% | -34.6% | +146.6% | +107.3% |
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 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