+367.1%
VT vs HDB
+641.5%
-274.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.6% | -3.8% | -0.3% |
| 7D | -0.3% | +12.9% | -13.2% | -4.6% |
| 30D | -1.4% | +10.0% | -11.5% | -4.9% |
| 3M | -1.4% | +1.8% | -3.2% | -2.5% |
| 6M | +5.5% | -2.1% | +7.6% | +5.1% |
| YTD | +12.8% | -33.4% | +46.2% | +28.7% |
| 1Y | +15.4% | -32.9% | +48.3% | +31.1% |
| 3Y | +76.9% | -13.9% | +90.8% | +79.1% |
| 5Y | +60.4% | -26.9% | +87.3% | +69.1% |
| 10Y | +232.8% | +54.1% | +178.6% | +144.6% |
| All | +367.1% | +641.5% | -274.5% | +46.7% |
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