+1,179.1%
VST vs HDB
+62.8%
+1,116.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.1% |
| 7D | +19.2% | +4.1% | +15.1% | +17.9% |
| 30D | -17.2% | +13.0% | -30.1% | -20.2% |
| 3M | -8.1% | +11.3% | -19.4% | -11.3% |
| 6M | -8.1% | +6.9% | -15.1% | -10.6% |
| YTD | -16.3% | -29.6% | +13.4% | -8.2% |
| 1Y | -24.1% | -29.5% | +5.4% | -16.9% |
| 3Y | +300.2% | -8.1% | +308.3% | +296.0% |
| 5Y | +645.9% | -23.4% | +669.3% | +666.7% |
| All | +1,179.1% | +62.8% | +1,116.4% | +953.2% |
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