-95.5%
HKPD vs VT
+40.3%
-135.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | 0.0% | -8.6% | -8.5% |
| 7D | -63.1% | +0.4% | -63.6% | -63.1% |
| 30D | -68.8% | +1.0% | -69.8% | -68.9% |
| 3M | -74.7% | +2.4% | -77.0% | -75.1% |
| 6M | -79.7% | +12.0% | -91.7% | -82.2% |
| YTD | -84.5% | +15.3% | -99.8% | -87.1% |
| 1Y | -87.7% | +22.6% | -110.3% | -90.7% |
| All | -95.5% | +40.3% | -135.7% | -97.1% |
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