-36.5%
HDB price history and return analytics
+21.4%
-57.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.6% |
| 7D | -2.0% | +1.0% | -3.1% | -2.8% |
| 30D | -4.9% | -0.2% | -4.6% | -4.7% |
| 3M | -2.3% | +4.5% | -6.8% | -5.8% |
| 6M | -23.7% | +14.1% | -37.8% | -31.8% |
| YTD | -38.5% | +14.8% | -53.2% | -44.7% |
| 1Y | -36.5% | +21.2% | -57.7% | -43.5% |
| All | -36.5% | +21.4% | -57.9% | -43.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling