+136.9%
HPF vs VOO
+800.4%
-663.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -2.1% | +2.6% | -4.6% | -3.5% |
| 30D | +0.5% | -2.0% | +2.5% | +1.6% |
| 3M | -18.7% | -2.8% | -15.9% | -17.4% |
| 6M | -17.3% | +2.2% | -19.5% | -18.5% |
| YTD | -14.2% | +11.5% | -25.7% | -19.7% |
| 1Y | -15.7% | +13.5% | -29.2% | -22.0% |
| 3Y | +16.7% | +78.1% | -61.3% | -18.4% |
| 5Y | -9.2% | +73.1% | -82.4% | -36.2% |
| 10Y | +49.1% | +310.7% | -261.6% | -34.5% |
| All | +136.9% | +800.4% | -663.5% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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