+123.5%
HPE vs VG
+51.8%
+71.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.5% | -0.7% | +4.5% |
| 7D | +0.3% | +5.5% | -5.2% | +0.1% |
| 30D | -28.6% | -3.6% | -25.0% | -28.3% |
| 3M | -7.4% | -4.0% | -3.4% | -6.9% |
| 6M | +63.7% | +9.4% | +54.3% | +64.7% |
| YTD | +111.7% | +86.6% | +25.1% | +102.0% |
| 1Y | +123.5% | +69.5% | +54.0% | +115.5% |
| All | +123.5% | +51.8% | +71.7% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling