+30.1%
HP price history and return analytics
+57.5%
-27.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.3% |
| 7D | -5.8% | -0.1% | -5.6% | -5.8% |
| 30D | -10.5% | -3.1% | -7.4% | -7.5% |
| 3M | -14.3% | -3.5% | -10.8% | -11.2% |
| 6M | -4.4% | +0.5% | -4.8% | -6.3% |
| YTD | +26.9% | +10.8% | +16.2% | +9.2% |
| 1Y | +36.9% | +11.9% | +25.0% | +16.3% |
| 3Y | +6.1% | +73.0% | -66.9% | -46.6% |
| 5Y | +30.1% | +58.6% | -28.5% | -26.3% |
| All | +30.1% | +57.5% | -27.4% | -26.3% |
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