-12.7%
HPK vs VT
+158.9%
-171.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -0.6% | +0.4% | -1.1% | -0.8% |
| 30D | +19.8% | +1.0% | +18.8% | +19.2% |
| 3M | -3.0% | +2.4% | -5.4% | -4.4% |
| 6M | +51.0% | +12.0% | +39.0% | +40.1% |
| YTD | +69.8% | +15.3% | +54.5% | +55.1% |
| 1Y | +6.3% | +22.6% | -16.3% | -6.3% |
| 3Y | -45.4% | +74.7% | -120.0% | -59.5% |
| 5Y | -11.7% | +66.1% | -77.8% | -36.0% |
| All | -12.7% | +158.9% | -171.6% | -36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling