+10.1%
VT vs HDB
-31.7%
+41.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.5% | -5.6% | -4.3% |
| 7D | -4.2% | +13.3% | -17.5% | -6.3% |
| 30D | -5.8% | +10.2% | -16.0% | -7.5% |
| 3M | -5.2% | +3.6% | -8.8% | -5.9% |
| 6M | +0.1% | -0.5% | +0.7% | -0.4% |
| YTD | +8.2% | -32.4% | +40.6% | +11.3% |
| 1Y | +10.1% | -31.1% | +41.2% | +12.9% |
| All | +10.1% | -31.7% | +41.8% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling