+223.0%
VT vs HDB
+38.3%
+184.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.4% | +0.4% | 0.0% | +0.3% |
| 30D | +1.0% | -2.8% | +3.8% | +1.8% |
| 3M | +2.4% | -3.5% | +5.9% | +3.0% |
| 6M | +12.0% | -24.7% | +36.7% | +21.0% |
| YTD | +15.3% | -36.6% | +51.9% | +30.9% |
| 1Y | +22.6% | -34.4% | +57.0% | +37.5% |
| 3Y | +74.7% | -24.4% | +99.1% | +84.1% |
| 5Y | +66.1% | -35.4% | +101.5% | +80.7% |
| All | +223.0% | +38.3% | +184.7% | +180.3% |
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 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