+51.9%
HPI price history and return analytics
+223.7%
-171.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -0.6% |
| 7D | +1.8% | +0.4% | +1.4% | +1.5% |
| 30D | -1.1% | -2.6% | +1.4% | +0.9% |
| 3M | -14.2% | -3.2% | -11.0% | -12.1% |
| 6M | -13.6% | +0.9% | -14.5% | -14.6% |
| YTD | -10.3% | +11.3% | -21.7% | -18.4% |
| 1Y | -14.1% | +14.0% | -28.1% | -23.5% |
| 3Y | +23.9% | +75.8% | -52.0% | -25.2% |
| 5Y | -3.8% | +57.8% | -61.6% | -36.4% |
| 10Y | +51.9% | +219.8% | -167.9% | -47.9% |
| All | +51.9% | +223.7% | -171.8% | -47.9% |
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 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