+339.5%
HSHP price history and return analytics
+76.6%
+262.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | +6.8% | +1.0% | +5.8% | +5.8% |
| 30D | +16.0% | -0.2% | +16.3% | +16.3% |
| 3M | +32.4% | +4.5% | +27.8% | +26.8% |
| 6M | +45.5% | +14.1% | +31.5% | +28.0% |
| YTD | +116.7% | +14.8% | +101.9% | +89.2% |
| 1Y | +139.0% | +21.2% | +117.8% | +97.6% |
| 3Y | +339.5% | +76.6% | +263.0% | +167.0% |
| All | +339.5% | +76.6% | +262.9% | +167.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling