+80.6%
VTV vs HDB
-34.5%
+115.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.9% | -6.1% | -0.6% |
| 7D | -1.1% | +0.7% | -1.8% | -1.3% |
| 30D | -1.0% | +1.0% | -2.0% | -1.3% |
| 3M | +4.6% | -2.0% | +6.6% | +4.7% |
| 6M | +13.5% | -18.1% | +31.6% | +17.5% |
| YTD | +18.5% | -36.1% | +54.6% | +29.0% |
| 1Y | +22.9% | -34.0% | +56.9% | +32.7% |
| 3Y | +67.8% | -26.7% | +94.5% | +75.3% |
| All | +80.6% | -34.5% | +115.2% | +88.3% |
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 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