+219.2%
VT vs HDB
+61.4%
+157.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -0.7% |
| 7D | -0.1% | +12.7% | -12.9% | -3.6% |
| 30D | -3.1% | +16.6% | -19.7% | -7.5% |
| 3M | -3.5% | +10.8% | -14.3% | -6.7% |
| 6M | +0.5% | +3.8% | -3.4% | -1.4% |
| YTD | +10.8% | -28.9% | +39.7% | +21.3% |
| 1Y | +11.9% | -28.0% | +39.9% | +21.9% |
| 3Y | +73.0% | -7.2% | +80.1% | +70.8% |
| 5Y | +58.6% | -22.2% | +80.9% | +62.7% |
| 10Y | +219.2% | +63.6% | +155.6% | +159.2% |
| All | +219.2% | +61.4% | +157.8% | +159.2% |
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