-5.1%
HPI price history and return analytics
+57.5%
-62.6%
-29.8%
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% | -1.5% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | -2.9% | -3.1% | +0.2% | -1.3% |
| 3M | -15.8% | -3.5% | -12.3% | -14.2% |
| 6M | -15.1% | +0.5% | -15.6% | -15.5% |
| YTD | -11.9% | +10.8% | -22.7% | -17.1% |
| 1Y | -15.8% | +11.9% | -27.7% | -21.2% |
| 3Y | +21.8% | +73.0% | -51.2% | -12.7% |
| 5Y | -5.1% | +58.6% | -63.7% | -29.8% |
| All | -5.1% | +57.5% | -62.6% | -29.8% |
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 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