+677.7%
HPE vs VGT
+906.8%
-229.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.2% | +7.9% | +7.9% |
| 7D | +10.1% | +1.8% | +8.3% | +8.4% |
| 30D | +5.3% | -0.3% | +5.6% | +5.7% |
| 3M | +12.7% | +3.4% | +9.3% | +9.9% |
| 6M | +167.7% | +35.0% | +132.7% | +110.3% |
| YTD | +135.5% | +28.8% | +106.7% | +92.4% |
| 1Y | +143.4% | +38.0% | +105.4% | +88.2% |
| 3Y | +249.2% | +125.8% | +123.4% | +82.4% |
| 5Y | +343.8% | +134.7% | +209.1% | +118.3% |
| 10Y | +495.9% | +792.6% | -296.7% | -30.1% |
| All | +677.7% | +906.8% | -229.2% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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