+213.7%
VT vs HDB
+57.5%
+156.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.3% |
| 7D | -2.3% | +13.3% | -15.7% | -5.9% |
| 30D | -5.0% | +13.6% | -18.5% | -8.6% |
| 3M | -4.9% | +5.8% | -10.6% | -6.8% |
| 6M | -1.5% | -1.9% | +0.4% | -1.8% |
| YTD | +8.5% | -31.2% | +39.7% | +19.9% |
| 1Y | +11.4% | -29.6% | +40.9% | +22.1% |
| 3Y | +70.1% | -10.1% | +80.2% | +69.5% |
| 5Y | +53.7% | -24.3% | +78.1% | +58.9% |
| All | +213.7% | +57.5% | +156.2% | +157.5% |
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