+113.0%
VWO vs HDB
+42.1%
+71.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.9% | -6.2% | -1.5% |
| 7D | -1.8% | +0.7% | -2.5% | -2.1% |
| 30D | -0.1% | +1.0% | -1.1% | -0.6% |
| 3M | +2.2% | -2.0% | +4.2% | +2.2% |
| 6M | +8.8% | -18.1% | +26.9% | +14.9% |
| YTD | +12.4% | -36.1% | +48.5% | +28.4% |
| 1Y | +15.6% | -34.0% | +49.6% | +30.4% |
| 3Y | +62.5% | -26.7% | +89.2% | +74.0% |
| 5Y | +34.3% | -33.9% | +68.1% | +45.9% |
| All | +113.0% | +42.1% | +71.0% | +76.4% |
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