+33.4%
VWO vs HDB
-38.6%
+72.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.2% |
| 7D | -1.7% | -6.2% | +4.5% | -0.1% |
| 30D | -0.3% | -6.2% | +5.9% | +1.3% |
| 3M | +4.0% | -5.9% | +9.8% | +5.1% |
| 6M | +8.1% | -25.9% | +34.0% | +16.3% |
| YTD | +11.6% | -40.2% | +51.9% | +27.0% |
| 1Y | +16.2% | -38.0% | +54.2% | +30.7% |
| 3Y | +63.3% | -30.5% | +93.8% | +75.4% |
| 5Y | +33.4% | -38.1% | +71.5% | +45.4% |
| All | +33.4% | -38.6% | +72.0% | +45.4% |
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 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