+109.0%
HP vs VOO
+817.1%
-708.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -0.9% |
| 7D | +4.3% | +0.1% | +4.1% | +3.9% |
| 30D | +34.0% | +0.1% | +34.0% | +33.6% |
| 3M | +12.6% | +2.0% | +10.6% | +8.4% |
| 6M | +30.8% | +13.0% | +17.8% | +7.4% |
| YTD | +57.7% | +13.6% | +44.1% | +28.5% |
| 1Y | +119.4% | +20.1% | +99.3% | +65.1% |
| 3Y | +19.9% | +77.6% | -57.6% | -49.0% |
| 5Y | +100.8% | +82.4% | +18.4% | -19.4% |
| 10Y | +18.3% | +316.8% | -298.5% | -85.7% |
| All | +109.0% | +817.1% | -708.1% | -92.3% |
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