-12.1%
HPK vs VT
+66.2%
-78.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -0.6% | +0.4% | -1.1% | -1.1% |
| 30D | +19.8% | +1.0% | +18.8% | +18.6% |
| 3M | -3.0% | +2.4% | -5.4% | -5.8% |
| 6M | +51.0% | +12.0% | +39.0% | +29.6% |
| YTD | +69.8% | +15.3% | +54.5% | +41.0% |
| 1Y | +6.3% | +22.6% | -16.3% | -18.3% |
| 3Y | -45.4% | +74.7% | -120.0% | -72.4% |
| All | -12.1% | +66.2% | -78.2% | -56.8% |
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