+1,205.2%
VST vs HDB
+61.5%
+1,143.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.7% | +4.6% | +6.5% |
| 7D | -0.5% | +13.7% | -14.2% | -4.3% |
| 30D | -17.1% | +15.8% | -32.9% | -20.7% |
| 3M | -4.6% | +9.2% | -13.8% | -7.4% |
| 6M | -9.1% | +3.2% | -12.2% | -10.6% |
| YTD | -16.6% | -29.4% | +12.7% | -8.7% |
| 1Y | -29.5% | -27.9% | -1.6% | -23.3% |
| 3Y | +297.5% | -5.9% | +303.4% | +290.3% |
| 5Y | +654.5% | -23.5% | +678.0% | +676.0% |
| 10Y | +1,205.2% | +61.3% | +1,143.9% | +1,003.1% |
| All | +1,205.2% | +61.5% | +1,143.7% | +1,003.1% |
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 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