+22.7%
HPK vs VOO
+14.7%
+8.1%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +1.6% | -14.0% | -11.4% |
| 7D | -31.1% | -0.7% | -30.4% | -31.2% |
| 30D | -6.5% | -1.1% | -5.4% | -6.8% |
| 3M | +10.6% | -0.3% | +10.9% | +10.6% |
| 6M | +9.3% | +7.4% | +2.0% | +15.1% |
| YTD | +59.6% | +13.4% | +46.2% | +84.8% |
| 1Y | +22.7% | +14.8% | +7.9% | +39.8% |
| All | +22.7% | +14.7% | +8.1% | +39.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling