+65.2%
VTRS vs HDB
+3,626.5%
-3,561.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.2% |
| 7D | -3.5% | -4.9% | +1.4% | -2.2% |
| 30D | +2.1% | -5.8% | +8.0% | +3.6% |
| 3M | +2.6% | -5.2% | +7.8% | +3.7% |
| 6M | +17.8% | -25.7% | +43.5% | +26.5% |
| YTD | +35.7% | -39.6% | +75.2% | +53.6% |
| 1Y | +63.5% | -36.9% | +100.4% | +82.8% |
| 3Y | +85.1% | -29.7% | +114.8% | +98.2% |
| 5Y | +42.5% | -37.8% | +80.3% | +56.1% |
| 10Y | -48.2% | +33.7% | -81.9% | -55.4% |
| All | +65.2% | +3,626.5% | -3,561.3% | -25.3% |
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 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