+128.1%
VTR vs HDB
-30.2%
+158.4%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.2% | -0.4% |
| 7D | -2.9% | -4.9% | +2.0% | -2.4% |
| 30D | -2.8% | -5.8% | +3.0% | -2.2% |
| 3M | +9.0% | -5.2% | +14.2% | +9.4% |
| 6M | +5.0% | -25.7% | +30.7% | +8.2% |
| YTD | +16.9% | -39.6% | +56.5% | +23.6% |
| 1Y | +34.3% | -36.9% | +71.2% | +41.1% |
| All | +128.1% | -30.2% | +158.4% | +135.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling