+42.3%
HP vs VOO
+14.7%
+27.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.6% | -6.3% | -4.9% |
| 7D | -13.6% | -0.7% | -12.9% | -13.5% |
| 30D | -10.0% | -1.1% | -9.0% | -9.8% |
| 3M | +5.3% | -0.3% | +5.6% | +5.4% |
| 6M | -10.1% | +7.4% | -17.5% | -11.6% |
| YTD | +28.4% | +13.4% | +15.0% | +24.6% |
| 1Y | +42.3% | +14.8% | +27.5% | +36.6% |
| All | +42.3% | +14.7% | +27.6% | +36.6% |
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