+122.6%
HP vs VOO
+21.4%
+101.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.0% | -6.5% | -5.8% |
| 7D | +6.1% | +0.3% | +5.9% | +6.0% |
| 30D | +31.3% | +0.2% | +31.0% | +31.1% |
| 3M | +17.8% | +2.8% | +15.0% | +16.8% |
| 6M | +34.2% | +14.3% | +19.9% | +25.3% |
| YTD | +60.1% | +14.0% | +46.1% | +49.5% |
| All | +122.6% | +21.4% | +101.3% | +94.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling