+122.6%
HP vs VT
+23.4%
+99.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.0% | -6.5% | -5.8% |
| 7D | +6.1% | +0.1% | +6.0% | +6.1% |
| 30D | +31.3% | +0.8% | +30.4% | +30.9% |
| 3M | +17.8% | +2.8% | +15.0% | +16.8% |
| 6M | +34.2% | +13.0% | +21.2% | +27.5% |
| YTD | +60.1% | +15.4% | +44.7% | +46.7% |
| All | +122.6% | +23.4% | +99.3% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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