+19.7%
HP vs VOO
+321.7%
-302.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.6% |
| 7D | -1.0% | -2.0% | +1.0% | +1.7% |
| 30D | +5.3% | -1.7% | +6.9% | +7.5% |
| 3M | +13.8% | +4.7% | +9.1% | +5.7% |
| 6M | +29.0% | +12.6% | +16.4% | +7.4% |
| YTD | +58.4% | +11.8% | +46.7% | +33.2% |
| 1Y | +119.8% | +17.5% | +102.3% | +72.4% |
| 3Y | +14.0% | +77.0% | -62.9% | -49.7% |
| 5Y | +101.7% | +82.6% | +19.1% | -16.1% |
| All | +19.7% | +321.7% | -302.0% | -83.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling