+30.2%
HOPE vs VT
+23.4%
+6.8%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.4% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | -1.5% | +0.8% | -2.4% | -2.1% |
| 3M | +16.4% | +2.8% | +13.6% | +14.2% |
| 6M | +25.4% | +13.0% | +12.5% | +13.8% |
| YTD | +31.9% | +15.4% | +16.6% | +16.8% |
| All | +30.2% | +23.4% | +6.8% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling