-64.1%
HIPO vs VT
+57.4%
-121.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | -0.7% |
| 7D | +1.0% | +0.4% | +0.7% | +0.3% |
| 30D | +6.2% | -2.6% | +8.8% | +10.4% |
| 3M | +10.6% | -3.2% | +13.8% | +16.0% |
| 6M | +32.1% | +0.9% | +31.1% | +27.8% |
| YTD | +19.9% | +11.3% | +8.6% | -2.6% |
| 1Y | +6.5% | +14.0% | -7.5% | -17.1% |
| 3Y | +331.5% | +75.8% | +255.6% | +57.0% |
| 5Y | -64.1% | +57.8% | -121.9% | -83.3% |
| All | -64.1% | +57.4% | -121.5% | -83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling