+297.8%
VTI vs HDB
+42.1%
+255.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.0% | -1.2% |
| 7D | -0.9% | +0.7% | -1.6% | -1.2% |
| 30D | -1.4% | +1.0% | -2.4% | -1.9% |
| 3M | +3.6% | -2.0% | +5.6% | +3.6% |
| 6M | +13.6% | -18.1% | +31.7% | +19.5% |
| YTD | +12.9% | -36.1% | +49.0% | +27.7% |
| 1Y | +17.2% | -34.0% | +51.3% | +31.0% |
| 3Y | +75.7% | -26.7% | +102.4% | +86.7% |
| 5Y | +75.4% | -33.9% | +109.3% | +89.0% |
| All | +297.8% | +42.1% | +255.7% | +240.6% |
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