+638.0%
HDB price history and return analytics
+374.2%
+263.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.4% | +0.4% | 0.0% | -0.1% |
| 30D | -2.8% | +1.0% | -3.8% | -3.9% |
| 3M | -3.5% | +2.4% | -5.9% | -6.3% |
| 6M | -24.7% | +12.0% | -36.7% | -33.8% |
| YTD | -36.6% | +15.3% | -51.9% | -46.1% |
| 1Y | -34.4% | +22.6% | -57.0% | -48.2% |
| 3Y | -24.4% | +74.7% | -99.1% | -61.2% |
| 5Y | -35.4% | +66.1% | -101.5% | -65.3% |
| 10Y | +39.5% | +225.0% | -185.5% | -68.1% |
| All | +638.0% | +374.2% | +263.8% | +25.1% |
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 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