+6.1%
HPF price history and return analytics
+66.2%
-60.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -1.9% | +1.0% | -2.9% | -2.4% |
| 30D | -4.0% | -0.2% | -3.7% | -3.9% |
| 3M | -2.2% | +4.5% | -6.7% | -4.5% |
| 6M | -0.8% | +14.1% | -14.9% | -7.4% |
| YTD | +0.5% | +14.8% | -14.3% | -6.6% |
| 1Y | +0.9% | +21.2% | -20.3% | -8.9% |
| 3Y | +31.7% | +76.6% | -44.9% | -4.1% |
| 5Y | +6.1% | +66.6% | -60.5% | -20.7% |
| All | +6.1% | +66.2% | -60.1% | -20.7% |
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