-88.2%
HIPO vs VT
+91.0%
-179.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.1% | +0.4% | +1.6% | +1.4% |
| 30D | +4.8% | +1.0% | +3.8% | +3.1% |
| 3M | +38.9% | +2.4% | +36.5% | +32.4% |
| 6M | +20.7% | +12.0% | +8.7% | -0.9% |
| YTD | +12.6% | +15.3% | -2.7% | -12.2% |
| 1Y | +2.9% | +22.6% | -19.7% | -27.4% |
| 3Y | +223.2% | +74.7% | +148.5% | +28.8% |
| 5Y | -74.1% | +66.1% | -140.2% | -88.7% |
| All | -88.2% | +91.0% | -179.2% | -95.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling