-76.0%
HPP vs VT
+69.4%
-145.4%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.0% | -4.1% | -13.0% | -10.5% |
| 7D | -21.0% | -4.2% | -16.8% | -14.4% |
| 30D | -24.4% | -5.8% | -18.6% | -15.9% |
| 3M | -41.5% | -5.2% | -36.2% | -35.4% |
| 6M | -10.3% | +0.1% | -10.5% | -9.9% |
| YTD | -19.1% | +8.2% | -27.3% | -29.1% |
| 1Y | -48.1% | +10.1% | -58.2% | -55.6% |
| All | -76.0% | +69.4% | -145.4% | -92.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling