+2,328.5%
VTR vs HDB
+3,812.1%
-1,483.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.8% |
| 7D | -1.7% | +0.4% | -2.1% | -1.8% |
| 30D | -2.4% | -2.8% | +0.4% | -1.5% |
| 3M | +14.8% | -3.5% | +18.3% | +15.5% |
| 6M | +5.3% | -24.7% | +30.1% | +15.3% |
| YTD | +18.1% | -36.6% | +54.7% | +37.3% |
| 1Y | +36.7% | -34.4% | +71.1% | +56.6% |
| 3Y | +130.1% | -24.4% | +154.5% | +143.7% |
| 5Y | +89.5% | -35.4% | +124.9% | +108.2% |
| 10Y | +87.4% | +39.5% | +47.8% | +47.1% |
| All | +2,328.5% | +3,812.1% | -1,483.6% | +677.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling