-50.0%
VTRS vs HDB
+42.1%
-92.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.1% | -1.0% |
| 7D | -2.2% | +0.7% | -2.9% | -2.4% |
| 30D | +3.3% | +1.0% | +2.3% | +2.9% |
| 3M | +2.0% | -2.0% | +4.0% | +2.1% |
| 6M | +19.9% | -18.1% | +38.0% | +25.6% |
| YTD | +35.7% | -36.1% | +71.9% | +51.6% |
| 1Y | +68.1% | -34.0% | +102.1% | +86.0% |
| 3Y | +87.1% | -26.7% | +113.8% | +98.1% |
| 5Y | +47.6% | -33.9% | +81.5% | +58.2% |
| All | -50.0% | +42.1% | -92.0% | -52.7% |
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