+33.7%
HDB price history and return analytics
+222.7%
-188.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.2% |
| 7D | -4.9% | -0.1% | -4.7% | -4.7% |
| 30D | -5.8% | -0.7% | -5.2% | -5.3% |
| 3M | -5.2% | +4.0% | -9.2% | -8.5% |
| 6M | -25.7% | +12.3% | -38.0% | -32.8% |
| YTD | -39.6% | +14.0% | -53.6% | -46.2% |
| 1Y | -36.9% | +20.3% | -57.2% | -46.5% |
| 3Y | -29.7% | +75.4% | -105.2% | -58.3% |
| 5Y | -37.8% | +66.0% | -103.7% | -61.2% |
| 10Y | +33.7% | +228.2% | -194.5% | -56.1% |
| All | +33.7% | +222.7% | -188.9% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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