+769.3%
VST vs HDB
-35.4%
+804.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +4.0% | +3.6% |
| 7D | +8.9% | +0.4% | +8.5% | +8.8% |
| 30D | +6.2% | -2.8% | +9.0% | +6.9% |
| 3M | -2.7% | -3.5% | +0.8% | -2.2% |
| 6M | -8.4% | -24.7% | +16.4% | -2.4% |
| YTD | -7.2% | -36.6% | +29.4% | +2.9% |
| 1Y | -20.9% | -34.4% | +13.5% | -13.2% |
| 3Y | +384.0% | -24.4% | +408.4% | +403.3% |
| All | +769.3% | -35.4% | +804.8% | +797.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling