-87.3%
HIPO vs VT
+85.5%
-172.8%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | -0.8% |
| 7D | +2.0% | -0.7% | +2.7% | +3.0% |
| 30D | +6.7% | -1.7% | +8.5% | +9.4% |
| 3M | +9.6% | -2.3% | +11.9% | +13.1% |
| 6M | +35.6% | +1.5% | +34.1% | +30.4% |
| YTD | +21.7% | +12.0% | +9.7% | -1.1% |
| 1Y | +8.8% | +12.9% | -4.0% | -12.6% |
| 3Y | +336.4% | +74.9% | +261.4% | +71.5% |
| 5Y | -64.3% | +59.9% | -124.2% | -83.7% |
| All | -87.3% | +85.5% | -172.8% | -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