+115.1%
VSH vs HDB
+3,812.1%
-3,697.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.9% | +4.6% |
| 7D | +4.1% | +0.4% | +3.6% | +3.9% |
| 30D | -4.2% | -2.8% | -1.3% | -3.2% |
| 3M | -50.0% | -3.5% | -46.4% | -49.6% |
| 6M | +80.2% | -24.7% | +104.9% | +100.3% |
| YTD | +121.1% | -36.6% | +157.7% | +163.1% |
| 1Y | +112.0% | -34.4% | +146.4% | +147.9% |
| 3Y | +22.5% | -24.4% | +46.9% | +32.0% |
| 5Y | +64.0% | -35.4% | +99.4% | +85.1% |
| 10Y | +170.4% | +39.5% | +130.8% | +110.6% |
| All | +115.1% | +3,812.1% | -3,697.1% | -47.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling