+64.6%
VTI vs HDB
-23.2%
+87.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | +2.5% | +2.7% | -0.2% | +1.8% |
| 30D | -1.5% | +14.1% | -15.7% | -4.9% |
| 3M | -3.2% | +11.8% | -15.0% | -6.2% |
| 6M | +2.3% | +8.2% | -5.9% | -0.5% |
| YTD | +11.6% | -29.3% | +40.9% | +21.5% |
| 1Y | +13.8% | -28.8% | +42.6% | +23.5% |
| 3Y | +77.4% | -7.5% | +84.9% | +74.0% |
| All | +64.6% | -23.2% | +87.7% | +65.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling