+241.0%
HPF price history and return analytics
+357.6%
-116.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.1% |
| 7D | +2.6% | +0.4% | +2.3% | +2.3% |
| 30D | -0.4% | -2.6% | +2.2% | +1.5% |
| 3M | -14.6% | -3.2% | -11.4% | -12.5% |
| 6M | -14.4% | +0.9% | -15.4% | -15.4% |
| YTD | -10.7% | +11.3% | -22.0% | -18.4% |
| 1Y | -12.6% | +14.0% | -26.7% | -21.7% |
| 3Y | +22.0% | +75.8% | -53.8% | -23.3% |
| 5Y | -5.7% | +57.8% | -63.5% | -36.4% |
| 10Y | +48.4% | +219.8% | -171.4% | -43.8% |
| All | +241.0% | +357.6% | -116.6% | -10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling