-44.8%
HPK vs VT
+59.8%
-104.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +1.1% | +6.8% | +6.8% |
| 7D | -2.7% | -0.7% | -2.0% | -2.1% |
| 30D | -24.2% | -1.7% | -22.5% | -23.1% |
| 3M | -10.9% | -2.3% | -8.6% | -9.4% |
| 6M | +23.3% | +1.5% | +21.8% | +19.5% |
| YTD | +55.3% | +12.0% | +43.2% | +32.3% |
| 1Y | +23.2% | +12.9% | +10.3% | +3.9% |
| 3Y | -51.6% | +74.9% | -126.6% | -75.6% |
| 5Y | -44.8% | +59.9% | -104.8% | -72.2% |
| All | -44.8% | +59.8% | -104.6% | -72.2% |
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