+897.3%
VST vs HDB
+48.1%
+849.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.5% | -7.7% | -6.6% |
| 7D | -19.9% | +13.3% | -33.2% | -23.0% |
| 30D | -29.7% | +10.2% | -39.8% | -31.9% |
| 3M | -19.6% | +3.6% | -23.1% | -20.8% |
| 6M | -29.4% | -0.5% | -28.9% | -29.9% |
| YTD | -29.7% | -32.4% | +2.7% | -22.2% |
| 1Y | -40.0% | -31.1% | -9.0% | -34.1% |
| 3Y | +231.0% | -12.6% | +243.6% | +232.0% |
| 5Y | +500.1% | -25.7% | +525.7% | +521.0% |
| 10Y | +1,004.2% | +56.5% | +947.7% | +792.5% |
| All | +897.3% | +48.1% | +849.2% | +699.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling