+181.5%
HPS vs VOO
+817.1%
-635.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -4.0% | +0.1% | -4.1% | -4.1% |
| 3M | -4.4% | +2.0% | -6.4% | -5.6% |
| 6M | -3.4% | +13.0% | -16.5% | -10.6% |
| YTD | +0.4% | +13.6% | -13.2% | -7.4% |
| 1Y | +0.2% | +20.1% | -19.9% | -10.8% |
| 3Y | +26.7% | +77.6% | -50.8% | -12.7% |
| 5Y | +8.7% | +82.4% | -73.8% | -27.4% |
| 10Y | +54.0% | +316.8% | -262.8% | -37.0% |
| All | +181.5% | +817.1% | -635.6% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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