-79.3%
HIPO price history and return analytics
+66.2%
-145.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.8% |
| 7D | -1.7% | +1.0% | -2.7% | -3.2% |
| 30D | +0.1% | -0.2% | +0.4% | +0.4% |
| 3M | +33.1% | +4.5% | +28.5% | +22.7% |
| 6M | +23.8% | +14.1% | +9.7% | -2.4% |
| YTD | +8.6% | +14.8% | -6.2% | -15.6% |
| 1Y | -10.7% | +21.2% | -31.9% | -36.8% |
| 3Y | +236.0% | +76.6% | +159.4% | +24.2% |
| 5Y | -79.3% | +66.6% | -145.9% | -91.2% |
| All | -79.3% | +66.2% | -145.5% | -91.2% |
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 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