+143.2%
HPI vs VOO
+777.9%
-634.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.3% |
| 7D | -0.1% | -2.7% | +2.6% | +1.5% |
| 30D | -2.9% | -5.4% | +2.5% | +0.4% |
| 3M | -15.2% | -4.1% | -11.1% | -13.1% |
| 6M | -14.5% | +0.7% | -15.2% | -15.1% |
| YTD | -11.7% | +8.7% | -20.4% | -16.5% |
| 1Y | -15.6% | +11.0% | -26.5% | -21.3% |
| 3Y | +22.0% | +75.5% | -53.4% | -16.4% |
| 5Y | -4.4% | +68.4% | -72.8% | -33.5% |
| 10Y | +49.7% | +315.7% | -266.0% | -37.7% |
| All | +143.2% | +777.9% | -634.6% | -27.7% |
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