+15.4%
HP vs VT
+374.2%
-358.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +31.8% |
| 3M | +12.6% | +2.4% | +10.3% | +7.6% |
| 6M | +30.8% | +12.0% | +18.8% | +7.7% |
| YTD | +57.7% | +15.3% | +42.4% | +24.4% |
| 1Y | +119.4% | +22.6% | +96.8% | +58.5% |
| 3Y | +19.9% | +74.7% | -54.7% | -48.1% |
| 5Y | +100.8% | +66.1% | +34.7% | -6.4% |
| 10Y | +18.3% | +225.0% | -206.7% | -76.6% |
| All | +15.4% | +374.2% | -358.8% | -88.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling