-5.7%
HPF price history and return analytics
+57.4%
-63.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +0.6% |
| 7D | +2.6% | +0.4% | +2.3% | +2.4% |
| 30D | -0.4% | -2.6% | +2.2% | +0.9% |
| 3M | -14.6% | -3.2% | -11.4% | -13.2% |
| 6M | -14.4% | +0.9% | -15.4% | -15.0% |
| YTD | -10.7% | +11.3% | -22.0% | -15.8% |
| 1Y | -12.6% | +14.0% | -26.7% | -18.7% |
| 3Y | +22.0% | +75.8% | -53.8% | -11.1% |
| 5Y | -5.7% | +57.8% | -63.5% | -27.6% |
| All | -5.7% | +57.4% | -63.1% | -27.6% |
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