+1,162.4%
VST vs HDB
+61.4%
+1,101.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.2% |
| 7D | -6.0% | +12.7% | -18.7% | -9.4% |
| 30D | -18.8% | +16.6% | -35.4% | -22.5% |
| 3M | -8.0% | +10.8% | -18.8% | -11.1% |
| 6M | -10.9% | +3.8% | -14.8% | -12.6% |
| YTD | -18.3% | -28.9% | +10.6% | -10.8% |
| 1Y | -29.9% | -28.0% | -1.9% | -23.8% |
| 3Y | +290.3% | -7.2% | +297.5% | +285.0% |
| 5Y | +635.3% | -22.2% | +657.5% | +652.4% |
| 10Y | +1,162.4% | +63.6% | +1,098.8% | +951.4% |
| All | +1,162.4% | +61.4% | +1,101.0% | +951.4% |
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