-5.3%
HP vs VT
+221.8%
-227.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.9% |
| 7D | +8.1% | +2.4% | +5.7% | +4.3% |
| 30D | -1.4% | -1.5% | +0.1% | +0.4% |
| 3M | -11.1% | -4.1% | -7.0% | -6.2% |
| 6M | +0.7% | +0.6% | +0.2% | -2.2% |
| YTD | +35.3% | +11.0% | +24.3% | +10.9% |
| 1Y | +45.2% | +13.3% | +31.8% | +15.3% |
| 3Y | +12.6% | +73.4% | -60.8% | -54.0% |
| 5Y | +39.3% | +57.4% | -18.1% | -33.2% |
| All | -5.3% | +221.8% | -227.0% | -82.8% |
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