+121.0%
VTR vs HDB
+63.5%
+57.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.0% |
| 7D | +0.2% | +2.7% | -2.6% | -0.7% |
| 30D | +5.5% | +14.1% | -8.7% | +1.0% |
| 3M | -0.9% | +11.8% | -12.7% | -4.7% |
| 6M | -0.4% | +8.2% | -8.6% | -3.8% |
| YTD | +17.0% | -29.3% | +46.3% | +29.6% |
| 1Y | +18.0% | -28.8% | +46.7% | +30.1% |
| 3Y | +127.4% | -7.5% | +134.8% | +122.6% |
| 5Y | +92.3% | -23.1% | +115.3% | +97.9% |
| All | +121.0% | +63.5% | +57.5% | +91.5% |
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 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