+51.9%
HPF price history and return analytics
+222.7%
-170.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.2% |
| 7D | -2.3% | -0.1% | -2.2% | -2.2% |
| 30D | -4.3% | -0.7% | -3.6% | -3.8% |
| 3M | -1.9% | +4.0% | -5.9% | -4.9% |
| 6M | -0.1% | +12.3% | -12.4% | -8.8% |
| YTD | +0.2% | +14.0% | -13.8% | -9.7% |
| 1Y | -0.1% | +20.3% | -20.4% | -13.7% |
| 3Y | +31.3% | +75.4% | -44.1% | -16.8% |
| 5Y | +6.5% | +66.0% | -59.5% | -30.1% |
| 10Y | +51.9% | +228.2% | -176.3% | -47.0% |
| All | +51.9% | +222.7% | -170.7% | -47.0% |
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