+18.6%
HP price history and return analytics
+222.7%
-204.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | +2.1% |
| 7D | -7.2% | -0.1% | -7.1% | -7.1% |
| 30D | +6.2% | -0.7% | +6.9% | +7.0% |
| 3M | +17.3% | +4.0% | +13.3% | +9.0% |
| 6M | +30.2% | +12.3% | +17.9% | +5.8% |
| YTD | +57.2% | +14.0% | +43.2% | +24.7% |
| 1Y | +127.3% | +20.3% | +107.0% | +66.1% |
| 3Y | +13.1% | +75.4% | -62.3% | -54.2% |
| 5Y | +98.9% | +66.0% | +32.9% | -11.7% |
| 10Y | +18.6% | +228.2% | -209.6% | -79.9% |
| All | +18.6% | +222.7% | -204.0% | -79.9% |
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