+88.0%
VTR vs HDB
-38.7%
+126.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.2% | -0.2% |
| 7D | -2.9% | -4.9% | +2.0% | -1.9% |
| 30D | -2.8% | -5.8% | +3.0% | -1.6% |
| 3M | +9.0% | -5.2% | +14.2% | +9.7% |
| 6M | +5.0% | -25.7% | +30.7% | +11.1% |
| YTD | +16.9% | -39.6% | +56.5% | +29.6% |
| 1Y | +34.3% | -36.9% | +71.2% | +47.1% |
| 3Y | +131.6% | -29.7% | +161.3% | +144.0% |
| 5Y | +88.0% | -37.8% | +125.8% | +106.2% |
| All | +88.0% | -38.7% | +126.7% | +106.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling