+7.6%
HOPE vs VT
+221.8%
-214.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -1.2% | +2.4% | -3.6% | -3.7% |
| 30D | -0.3% | -1.5% | +1.2% | +1.2% |
| 3M | -9.2% | -4.1% | -5.1% | -5.3% |
| 6M | +11.0% | +0.6% | +10.5% | +9.4% |
| YTD | +24.0% | +11.0% | +13.0% | +9.1% |
| 1Y | +31.6% | +13.3% | +18.2% | +13.1% |
| 3Y | +63.5% | +73.4% | -9.8% | -12.5% |
| 5Y | +9.7% | +57.4% | -47.7% | -34.6% |
| All | +7.6% | +221.8% | -214.2% | -73.6% |
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