-22.6%
HPK vs VT
+142.9%
-165.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -3.5% |
| 7D | -31.7% | -4.2% | -27.5% | -30.2% |
| 30D | -13.1% | -5.8% | -7.3% | -10.5% |
| 3M | +6.3% | -5.2% | +11.5% | +9.0% |
| 6M | +5.2% | +0.1% | +5.0% | +4.2% |
| YTD | +50.6% | +8.2% | +42.4% | +41.9% |
| 1Y | +17.4% | +10.1% | +7.2% | +9.5% |
| 3Y | -58.0% | +69.7% | -127.7% | -68.4% |
| 5Y | -47.7% | +53.4% | -101.1% | -60.8% |
| All | -22.6% | +142.9% | -165.5% | -41.5% |
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