+110.8%
VSH vs HDB
-36.1%
+146.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.6% |
| 7D | +6.2% | -2.0% | +8.3% | +6.6% |
| 30D | -11.1% | -4.9% | -6.3% | -10.4% |
| 3M | -44.9% | -2.3% | -42.6% | -45.3% |
| 6M | +90.0% | -23.7% | +113.7% | +92.2% |
| YTD | +118.8% | -38.5% | +157.3% | +118.0% |
| All | +110.8% | -36.1% | +146.8% | +106.1% |
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