-95.7%
HKPD vs VOO
+30.7%
-126.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -4.7% |
| 7D | -13.6% | -2.0% | -11.6% | -11.2% |
| 30D | -70.6% | -1.7% | -68.9% | -69.7% |
| 3M | -73.1% | +4.7% | -77.9% | -74.2% |
| 6M | -81.1% | +12.6% | -93.6% | -83.6% |
| YTD | -85.3% | +11.8% | -97.1% | -87.2% |
| 1Y | -91.3% | +17.5% | -108.8% | -92.9% |
| All | -95.7% | +30.7% | -126.4% | -97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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