+267.4%
HSHP price history and return analytics
+85.1%
+182.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.3% |
| 7D | +0.1% | -2.0% | +2.1% | +2.1% |
| 30D | +17.3% | -1.4% | +18.8% | +19.0% |
| 3M | +27.4% | +4.7% | +22.6% | +21.6% |
| 6M | +38.3% | +11.4% | +27.0% | +23.6% |
| YTD | +114.1% | +13.1% | +101.1% | +88.4% |
| 1Y | +135.4% | +19.0% | +116.3% | +95.9% |
| 3Y | +334.9% | +73.9% | +260.9% | +146.6% |
| All | +267.4% | +85.1% | +182.3% | +90.2% |
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