-66.7%
HIPO vs VT
+53.2%
-119.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.0% | +3.3% |
| 7D | -6.4% | -4.2% | -2.2% | -0.1% |
| 30D | +7.1% | -5.8% | +12.9% | +17.3% |
| 3M | +7.6% | -5.2% | +12.9% | +16.5% |
| 6M | +22.9% | +0.1% | +22.8% | +19.9% |
| YTD | +15.7% | +8.2% | +7.4% | -1.9% |
| 1Y | -8.1% | +10.1% | -18.2% | -24.3% |
| 3Y | +255.7% | +69.7% | +186.1% | +37.1% |
| 5Y | -66.7% | +53.4% | -120.1% | -84.3% |
| All | -66.7% | +53.2% | -119.9% | -84.3% |
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