+57.9%
VSH vs HDB
+4,142.9%
-4,085.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.8% | +3.9% | +5.0% |
| 7D | -12.9% | +13.3% | -26.3% | -17.6% |
| 30D | -36.9% | +13.6% | -50.4% | -40.5% |
| 3M | -28.8% | +5.8% | -34.5% | -31.0% |
| 6M | -30.3% | -1.9% | -28.4% | -30.9% |
| YTD | +62.4% | -31.2% | +93.6% | +85.5% |
| 1Y | +62.5% | -29.6% | +92.1% | +83.6% |
| 3Y | +7.4% | -10.1% | +17.5% | +7.0% |
| 5Y | +25.4% | -24.3% | +49.8% | +31.7% |
| 10Y | +102.6% | +59.3% | +43.4% | +48.4% |
| All | +57.9% | +4,142.9% | -4,085.0% | -63.0% |
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