+331.5%
HIPO vs VT
+74.1%
+257.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +0.1% |
| 7D | +1.0% | +0.4% | +0.7% | +0.5% |
| 30D | +6.2% | -2.6% | +8.8% | +9.7% |
| 3M | +10.6% | -3.2% | +13.8% | +15.1% |
| 6M | +32.1% | +0.9% | +31.1% | +28.7% |
| YTD | +19.9% | +11.3% | +8.6% | +0.2% |
| 1Y | +6.5% | +14.0% | -7.5% | -14.4% |
| 3Y | +331.5% | +75.8% | +255.6% | +45.2% |
| All | +331.5% | +74.1% | +257.3% | +45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling