+489.7%
HPE price history and return analytics
+226.9%
+262.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.9% | -5.4% | -5.1% |
| 7D | +1.4% | -2.0% | +3.4% | +4.1% |
| 30D | +1.5% | -1.4% | +3.0% | +3.6% |
| 3M | +21.7% | +4.7% | +17.0% | +15.2% |
| 6M | +164.2% | +11.4% | +152.8% | +132.6% |
| YTD | +132.1% | +13.1% | +119.0% | +100.9% |
| 1Y | +130.6% | +19.0% | +111.6% | +87.9% |
| 3Y | +244.1% | +73.9% | +170.2% | +80.7% |
| 5Y | +340.8% | +65.4% | +275.4% | +146.2% |
| All | +489.7% | +226.9% | +262.9% | +49.1% |
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