+181.7%
HPI vs VOO
+817.1%
-635.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -1.9% | +0.1% | -1.9% | -1.9% |
| 3M | -0.6% | +2.0% | -2.7% | -2.0% |
| 6M | +0.6% | +13.0% | -12.5% | -7.0% |
| YTD | +2.3% | +13.6% | -11.3% | -5.8% |
| 1Y | +6.0% | +20.1% | -14.0% | -5.8% |
| 3Y | +36.0% | +77.6% | -41.6% | -7.4% |
| 5Y | +11.9% | +82.4% | -70.5% | -26.1% |
| 10Y | +57.5% | +316.8% | -259.4% | -35.1% |
| All | +181.7% | +817.1% | -635.4% | -18.5% |
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