-11.6%
HPK vs VOO
+223.2%
-234.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.5% |
| 7D | +0.5% | +0.5% | 0.0% | +0.3% |
| 30D | +13.2% | -0.9% | +14.1% | +13.7% |
| 3M | +4.0% | +3.9% | +0.1% | +1.8% |
| 6M | +46.1% | +14.5% | +31.5% | +35.5% |
| YTD | +71.9% | +13.0% | +59.0% | +61.0% |
| 1Y | +11.7% | +19.4% | -7.7% | +1.7% |
| 3Y | -46.3% | +78.9% | -125.2% | -58.4% |
| 5Y | -11.1% | +82.3% | -93.4% | -33.3% |
| All | -11.6% | +223.2% | -234.9% | -33.1% |
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