+98.9%
VSH vs HDB
-29.0%
+128.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.5% | -4.7% | -4.3% |
| 7D | +14.3% | +2.7% | +11.6% | +14.0% |
| 30D | -7.9% | +14.1% | -22.0% | -9.3% |
| 3M | -19.9% | +11.8% | -31.7% | -20.9% |
| 6M | -30.5% | +8.2% | -38.7% | -31.4% |
| YTD | +85.7% | -29.3% | +115.0% | +79.4% |
| 1Y | +98.9% | -28.8% | +127.7% | +92.1% |
| All | +98.9% | -29.0% | +128.0% | +92.1% |
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 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