+98.5%
HP price history and return analytics
+66.2%
+32.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | -5.4% | +1.0% | -6.4% | -6.6% |
| 30D | +18.5% | -0.2% | +18.7% | +18.6% |
| 3M | +12.3% | +4.5% | +7.8% | +5.5% |
| 6M | +29.8% | +14.1% | +15.7% | +8.4% |
| YTD | +55.4% | +14.8% | +40.7% | +28.8% |
| 1Y | +124.5% | +21.2% | +103.3% | +73.8% |
| 3Y | +11.9% | +76.6% | -64.7% | -44.9% |
| 5Y | +98.5% | +66.6% | +31.9% | +7.3% |
| All | +98.5% | +66.2% | +32.3% | +7.3% |
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