+8.8%
HPS vs VT
+66.2%
-57.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.4% | +0.4% | -2.8% | -2.6% |
| 30D | -4.0% | +1.0% | -5.0% | -4.5% |
| 3M | -4.4% | +2.4% | -6.7% | -5.6% |
| 6M | -3.4% | +12.0% | -15.4% | -9.2% |
| YTD | +0.4% | +15.3% | -15.0% | -7.2% |
| 1Y | +0.2% | +22.6% | -22.4% | -10.4% |
| 3Y | +26.7% | +74.7% | -47.9% | -7.4% |
| All | +8.8% | +66.2% | -57.4% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling