-9.5%
HP vs VT
+215.5%
-225.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.3% | +1.2% |
| 7D | -18.1% | -2.3% | -15.8% | -15.4% |
| 30D | -11.2% | -5.0% | -6.2% | -4.6% |
| 3M | -4.5% | -4.9% | +0.4% | +2.0% |
| 6M | -10.5% | -1.5% | -9.0% | -10.2% |
| YTD | +25.2% | +8.5% | +16.7% | +6.4% |
| 1Y | +37.5% | +11.4% | +26.1% | +12.0% |
| 3Y | -0.3% | +70.1% | -70.4% | -58.0% |
| 5Y | +24.7% | +53.7% | -29.0% | -38.0% |
| All | -9.5% | +215.5% | -225.0% | -83.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling