-3.9%
HPI vs VT
+60.6%
-64.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +0.9% |
| 7D | +1.8% | -0.3% | +2.1% | +2.0% |
| 30D | -1.7% | -1.4% | -0.2% | -0.9% |
| 3M | -14.5% | -1.4% | -13.1% | -13.9% |
| 6M | -13.1% | +5.5% | -18.6% | -15.7% |
| YTD | -10.7% | +12.8% | -23.6% | -16.7% |
| 1Y | -14.3% | +15.4% | -29.8% | -21.2% |
| 3Y | +21.5% | +76.9% | -55.3% | -13.9% |
| 5Y | -3.9% | +60.4% | -64.3% | -29.8% |
| All | -3.9% | +60.6% | -64.5% | -29.8% |
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