+718.4%
VTV vs HDB
+1,775.4%
-1,057.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.2% | +0.1% |
| 7D | +0.3% | -2.0% | +2.4% | +0.9% |
| 30D | +0.1% | -4.9% | +5.0% | +1.6% |
| 3M | +6.2% | -2.3% | +8.5% | +6.4% |
| 6M | +13.5% | -23.7% | +37.2% | +22.0% |
| YTD | +18.9% | -38.5% | +57.3% | +36.1% |
| 1Y | +25.8% | -36.5% | +62.3% | +42.4% |
| 3Y | +68.7% | -28.5% | +97.2% | +80.7% |
| 5Y | +80.3% | -37.4% | +117.7% | +97.3% |
| 10Y | +226.3% | +34.0% | +192.3% | +166.3% |
| All | +718.4% | +1,775.4% | -1,057.1% | +213.9% |
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