+229.9%
HPS price history and return analytics
+356.5%
-126.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -1.7% | +2.4% | -4.1% | -3.4% |
| 30D | +0.5% | -1.5% | +2.0% | +1.6% |
| 3M | -17.5% | -4.1% | -13.4% | -14.9% |
| 6M | -17.6% | +0.6% | -18.2% | -18.3% |
| YTD | -13.2% | +11.0% | -24.2% | -20.3% |
| 1Y | -16.3% | +13.3% | -29.6% | -24.4% |
| 3Y | +20.0% | +73.4% | -53.4% | -22.6% |
| 5Y | -8.0% | +57.4% | -65.4% | -37.0% |
| 10Y | +57.4% | +221.7% | -164.3% | -38.7% |
| All | +229.9% | +356.5% | -126.6% | -8.8% |
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