+68.2%
HP vs VOO
+795.4%
-727.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.3% |
| 7D | -5.8% | -0.6% | -5.2% | -5.3% |
| 30D | -10.5% | -3.6% | -6.8% | -6.0% |
| 3M | -14.3% | -2.7% | -11.5% | -11.5% |
| 6M | -4.4% | +2.2% | -6.6% | -8.9% |
| YTD | +26.9% | +10.9% | +16.0% | +6.4% |
| 1Y | +36.9% | +11.3% | +25.6% | +14.2% |
| 3Y | +6.1% | +76.9% | -70.8% | -54.9% |
| 5Y | +30.1% | +73.5% | -43.4% | -44.0% |
| 10Y | -11.0% | +307.7% | -318.7% | -89.0% |
| All | +68.2% | +795.4% | -727.2% | -93.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling