+127.4%
VTR vs HDB
-7.5%
+134.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.9% |
| 7D | +0.2% | +2.7% | -2.6% | -0.1% |
| 30D | +5.5% | +14.1% | -8.7% | +4.0% |
| 3M | -0.9% | +11.8% | -12.7% | -2.2% |
| 6M | -0.4% | +8.2% | -8.6% | -1.5% |
| YTD | +17.0% | -29.3% | +46.3% | +21.0% |
| 1Y | +18.0% | -28.8% | +46.7% | +21.9% |
| 3Y | +127.4% | -7.5% | +134.8% | +126.0% |
| All | +127.4% | -7.5% | +134.9% | +126.0% |
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