-88.7%
HPP vs VT
+433.1%
-521.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.3% |
| 7D | -19.4% | -2.3% | -17.1% | -16.6% |
| 30D | -27.0% | -5.0% | -22.0% | -22.1% |
| 3M | -36.8% | -4.9% | -32.0% | -32.5% |
| 6M | -20.1% | -1.5% | -18.6% | -18.2% |
| YTD | -21.6% | +8.5% | -30.1% | -28.1% |
| 1Y | -45.4% | +11.4% | -56.7% | -51.2% |
| 3Y | -76.7% | +70.1% | -146.8% | -86.4% |
| 5Y | -94.7% | +53.7% | -148.4% | -96.5% |
| 10Y | -94.8% | +220.0% | -314.8% | -98.2% |
| All | -88.7% | +433.1% | -521.8% | -97.2% |
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 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