-95.3%
HPAI vs VT
+56.9%
-152.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.5% | -7.0% | -7.5% |
| 7D | -3.6% | +1.0% | -4.7% | -3.5% |
| 30D | -15.9% | -0.2% | -15.7% | -15.9% |
| 3M | -53.0% | +4.5% | -57.6% | -52.5% |
| 6M | -86.1% | +14.1% | -100.2% | -85.4% |
| YTD | -90.5% | +14.8% | -105.3% | -90.0% |
| 1Y | -90.0% | +21.2% | -111.2% | -89.3% |
| All | -95.3% | +56.9% | -152.2% | -92.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling