+12.0%
HOPE price history and return analytics
+57.4%
-45.3%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -1.1% |
| 7D | +1.4% | +0.4% | +1.0% | +1.0% |
| 30D | +1.7% | -2.6% | +4.3% | +4.1% |
| 3M | -3.5% | -3.2% | -0.2% | -0.6% |
| 6M | +9.9% | +0.9% | +9.0% | +8.2% |
| YTD | +27.3% | +11.3% | +16.0% | +13.4% |
| 1Y | +33.3% | +14.0% | +19.3% | +16.0% |
| 3Y | +68.6% | +75.8% | -7.3% | -2.8% |
| 5Y | +12.0% | +57.8% | -45.8% | -30.8% |
| All | +12.0% | +57.4% | -45.3% | -30.8% |
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