+120.4%
VSH vs HDB
+62.8%
+57.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -4.1% |
| 7D | +26.2% | +4.1% | +22.1% | +24.4% |
| 30D | -12.5% | +13.0% | -25.5% | -17.1% |
| 3M | -16.9% | +11.3% | -28.2% | -21.0% |
| 6M | -17.0% | +6.9% | -23.9% | -20.3% |
| YTD | +93.8% | -29.6% | +123.5% | +120.9% |
| 1Y | +99.3% | -29.5% | +128.9% | +126.6% |
| 3Y | +35.0% | -8.1% | +43.1% | +32.7% |
| 5Y | +45.8% | -23.4% | +69.2% | +52.3% |
| All | +120.4% | +62.8% | +57.6% | +66.7% |
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 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