+97.3%
VTR vs HDB
+32.9%
+64.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.5% |
| 7D | -1.8% | -6.2% | +4.4% | +0.2% |
| 30D | +4.0% | -6.2% | +10.2% | +6.1% |
| 3M | +7.8% | -5.9% | +13.7% | +9.3% |
| 6M | +6.4% | -25.9% | +32.3% | +16.0% |
| YTD | +18.3% | -40.2% | +58.5% | +38.5% |
| 1Y | +33.9% | -38.0% | +71.9% | +54.4% |
| 3Y | +134.3% | -30.5% | +164.8% | +153.6% |
| 5Y | +90.3% | -38.1% | +128.4% | +111.2% |
| All | +97.3% | +32.9% | +64.4% | +78.1% |
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