-87.1%
HIPO price history and return analytics
+84.4%
-171.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.9% |
| 7D | +6.2% | +2.9% | +3.4% | +1.8% |
| 30D | +7.6% | -2.5% | +10.1% | +11.6% |
| 3M | +12.3% | -3.3% | +15.6% | +17.8% |
| 6M | +37.6% | +1.5% | +36.1% | +32.2% |
| YTD | +22.9% | +11.4% | +11.5% | +0.8% |
| 1Y | +10.0% | +11.9% | -1.9% | -10.5% |
| 3Y | +340.5% | +73.9% | +266.6% | +74.8% |
| 5Y | -64.2% | +57.9% | -122.1% | -83.4% |
| All | -87.1% | +84.4% | -171.5% | -94.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling