+28.0%
HOPE vs VT
+224.5%
-196.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.5% | +0.4% | +1.1% | +1.0% |
| 30D | 0.0% | +1.0% | -1.0% | -1.1% |
| 3M | +13.3% | +2.4% | +11.0% | +9.9% |
| 6M | +26.5% | +12.0% | +14.5% | +10.7% |
| YTD | +33.2% | +15.3% | +17.8% | +12.7% |
| 1Y | +31.4% | +22.6% | +8.8% | +3.8% |
| 3Y | +66.2% | +74.7% | -8.5% | -11.2% |
| 5Y | +31.9% | +66.1% | -34.2% | -25.7% |
| All | +28.0% | +224.5% | -196.5% | -66.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling