-87.9%
HIPO vs VT
+79.6%
-167.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | -0.1% |
| 7D | -4.8% | -2.3% | -2.4% | -1.5% |
| 30D | +7.7% | -5.0% | +12.6% | +15.9% |
| 3M | +4.5% | -4.9% | +9.4% | +12.2% |
| 6M | +27.4% | -1.5% | +28.9% | +28.2% |
| YTD | +16.0% | +8.5% | +7.5% | -1.1% |
| 1Y | +0.8% | +11.4% | -10.5% | -17.7% |
| 3Y | +257.8% | +70.1% | +187.8% | +46.7% |
| 5Y | -66.6% | +53.7% | -120.3% | -83.9% |
| All | -87.9% | +79.6% | -167.5% | -95.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling