+700.4%
HDB price history and return analytics
+346.0%
+354.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.5% |
| 7D | +13.3% | -2.3% | +15.7% | +16.1% |
| 30D | +13.6% | -5.0% | +18.5% | +19.8% |
| 3M | +5.8% | -4.9% | +10.6% | +11.5% |
| 6M | -1.9% | -1.5% | -0.4% | -0.8% |
| YTD | -31.2% | +8.5% | -39.7% | -37.6% |
| 1Y | -29.6% | +11.4% | -40.9% | -38.1% |
| 3Y | -10.1% | +70.1% | -80.2% | -52.7% |
| 5Y | -24.3% | +53.7% | -78.1% | -55.7% |
| 10Y | +59.3% | +220.0% | -160.7% | -63.2% |
| All | +700.4% | +346.0% | +354.3% | +45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling