-23.5%
HDB price history and return analytics
+57.4%
-80.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +0.7% |
| 7D | +13.7% | +0.4% | +13.3% | +13.3% |
| 30D | +15.8% | -2.6% | +18.4% | +17.9% |
| 3M | +9.2% | -3.2% | +12.5% | +11.8% |
| 6M | +3.2% | +0.9% | +2.2% | +2.2% |
| YTD | -29.4% | +11.3% | -40.7% | -34.9% |
| 1Y | -27.9% | +14.0% | -41.9% | -34.8% |
| 3Y | -5.9% | +75.8% | -81.7% | -41.0% |
| 5Y | -23.5% | +57.8% | -81.3% | -46.0% |
| All | -23.5% | +57.4% | -80.9% | -46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling