+1,112.0%
VST vs HDB
+57.5%
+1,054.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.8% | +8.8% | +10.0% |
| 7D | -9.8% | +13.3% | -23.2% | -13.2% |
| 30D | -25.1% | +13.6% | -38.7% | -28.1% |
| 3M | -11.6% | +5.8% | -17.3% | -13.4% |
| 6M | -20.9% | -1.9% | -19.0% | -21.1% |
| YTD | -22.3% | -31.2% | +8.9% | -14.4% |
| 1Y | -32.0% | -29.6% | -2.4% | -25.6% |
| 3Y | +262.4% | -10.1% | +272.5% | +260.6% |
| 5Y | +563.4% | -24.3% | +587.7% | +583.5% |
| All | +1,112.0% | +57.5% | +1,054.5% | +922.0% |
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 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