+13.6%
HP vs VT
+224.5%
-210.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.4% |
| 7D | +4.3% | +0.4% | +3.8% | +3.4% |
| 30D | +34.0% | +1.0% | +33.1% | +31.7% |
| 3M | +12.6% | +2.4% | +10.3% | +7.4% |
| 6M | +30.8% | +12.0% | +18.8% | +6.8% |
| YTD | +57.7% | +15.3% | +42.4% | +23.0% |
| 1Y | +119.4% | +22.6% | +96.8% | +55.7% |
| 3Y | +19.9% | +74.7% | -54.7% | -51.0% |
| 5Y | +100.8% | +66.1% | +34.7% | -10.8% |
| All | +13.6% | +224.5% | -210.9% | -80.5% |
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