-7.2%
HPF price history and return analytics
+57.5%
-64.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | +0.3% | -0.1% | +0.5% | +0.4% |
| 30D | -2.2% | -3.1% | +0.8% | -0.7% |
| 3M | -16.2% | -3.5% | -12.7% | -14.7% |
| 6M | -16.0% | +0.5% | -16.4% | -16.3% |
| YTD | -12.3% | +10.8% | -23.1% | -17.1% |
| 1Y | -14.6% | +11.9% | -26.5% | -19.7% |
| 3Y | +18.0% | +73.0% | -55.0% | -13.4% |
| 5Y | -7.2% | +58.6% | -65.9% | -28.9% |
| All | -7.2% | +57.5% | -64.8% | -28.9% |
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