+728.4%
HDB price history and return analytics
+360.7%
+367.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -1.1% |
| 7D | +6.9% | -0.7% | +7.6% | +7.5% |
| 30D | +15.2% | -1.7% | +17.0% | +17.1% |
| 3M | +11.7% | -2.3% | +14.0% | +14.3% |
| 6M | +7.5% | +1.5% | +6.0% | +5.1% |
| YTD | -28.8% | +12.0% | -40.8% | -37.7% |
| 1Y | -29.1% | +12.9% | -42.0% | -38.6% |
| 3Y | -7.0% | +74.9% | -82.0% | -52.6% |
| 5Y | -22.1% | +59.9% | -82.0% | -56.4% |
| 10Y | +64.9% | +224.6% | -159.7% | -62.4% |
| All | +728.4% | +360.7% | +367.7% | +44.7% |
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