-87.9%
HIPO vs VT
+79.2%
-167.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.0% | +3.1% |
| 7D | -6.4% | -4.2% | -2.2% | -0.3% |
| 30D | +7.1% | -5.8% | +12.9% | +16.9% |
| 3M | +7.6% | -5.2% | +12.9% | +16.2% |
| 6M | +22.9% | +0.1% | +22.8% | +20.1% |
| YTD | +15.7% | +8.2% | +7.4% | -1.0% |
| 1Y | -8.1% | +10.1% | -18.2% | -23.5% |
| 3Y | +255.7% | +69.7% | +186.1% | +46.4% |
| 5Y | -66.7% | +53.4% | -120.1% | -83.9% |
| All | -87.9% | +79.2% | -167.1% | -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 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