+396.2%
VUG vs HDB
+61.4%
+334.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | -1.2% | +12.7% | -13.9% | -4.7% |
| 30D | -8.9% | +16.6% | -25.5% | -13.2% |
| 3M | -5.9% | +10.8% | -16.7% | -9.2% |
| 6M | -3.3% | +3.8% | -7.1% | -5.2% |
| YTD | +3.4% | -28.9% | +32.3% | +13.6% |
| 1Y | +1.9% | -28.0% | +29.9% | +11.3% |
| 3Y | +76.9% | -7.2% | +84.1% | +74.3% |
| 5Y | +63.9% | -22.2% | +86.1% | +68.3% |
| 10Y | +396.2% | +63.6% | +332.6% | +310.8% |
| All | +396.2% | +61.4% | +334.8% | +310.8% |
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