+246.3%
HPE vs VEA
+73.9%
+172.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.2% | -5.0% | -4.8% |
| 7D | +1.4% | -2.1% | +3.5% | +4.0% |
| 30D | +1.5% | -1.1% | +2.6% | +3.0% |
| 3M | +21.7% | +5.1% | +16.7% | +14.9% |
| 6M | +164.2% | +9.8% | +154.4% | +137.4% |
| YTD | +132.1% | +15.9% | +116.1% | +94.2% |
| 1Y | +130.6% | +24.6% | +106.1% | +76.8% |
| All | +246.3% | +73.9% | +172.4% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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