+121.2%
VSH vs HDB
+61.4%
+59.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.8% | +1.2% |
| 7D | -1.6% | +12.7% | -14.3% | -6.4% |
| 30D | -21.3% | +16.6% | -37.9% | -26.4% |
| 3M | -18.9% | +10.8% | -29.7% | -22.7% |
| 6M | -21.4% | +3.8% | -25.3% | -23.7% |
| YTD | +86.8% | -28.9% | +115.7% | +111.9% |
| 1Y | +85.8% | -28.0% | +113.7% | +109.1% |
| 3Y | +30.1% | -7.2% | +37.3% | +27.4% |
| 5Y | +42.8% | -22.2% | +65.1% | +48.1% |
| 10Y | +121.2% | +63.6% | +57.7% | +68.5% |
| All | +121.2% | +61.4% | +59.8% | +68.5% |
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