+939.7%
VTI vs HDB
+4,259.4%
-3,319.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.2% |
| 3M | -3.2% | +11.8% | -15.0% | -6.5% |
| 6M | +2.3% | +8.2% | -5.9% | -0.7% |
| 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% | +75.9% |
| 5Y | +64.6% | -23.1% | +87.6% | +69.6% |
| 10Y | +290.6% | +63.7% | +226.9% | +211.6% |
| All | +939.7% | +4,259.4% | -3,319.7% | +300.4% |
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