+35.5%
HP vs VT
+13.3%
+22.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +2.4% |
| 7D | +1.4% | -0.7% | +2.1% | +1.5% |
| 30D | -5.4% | -1.7% | -3.7% | -5.2% |
| 3M | -13.5% | -2.3% | -11.2% | -13.2% |
| 6M | -4.1% | +1.5% | -5.6% | -4.2% |
| YTD | +30.2% | +12.0% | +18.2% | +25.0% |
| 1Y | +35.5% | +12.9% | +22.6% | +29.4% |
| All | +35.5% | +13.3% | +22.2% | +29.4% |
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