-8.2%
HPK vs VOO
+222.6%
-230.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.7% |
| 7D | +5.2% | -0.8% | +6.0% | +5.6% |
| 30D | +17.5% | -1.1% | +18.5% | +18.0% |
| 3M | +5.5% | +3.9% | +1.6% | +3.4% |
| 6M | +44.8% | +13.6% | +31.2% | +34.8% |
| YTD | +78.7% | +12.7% | +66.0% | +67.4% |
| 1Y | +17.5% | +17.6% | -0.1% | +7.8% |
| 3Y | -42.5% | +77.3% | -119.9% | -55.4% |
| 5Y | -5.6% | +84.1% | -89.7% | -29.1% |
| All | -8.2% | +222.6% | -230.7% | -30.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling