+269.4%
HPE vs VOO
+77.0%
+192.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.9% |
| 7D | +13.6% | -0.4% | +14.0% | +14.3% |
| 30D | +7.7% | -1.4% | +9.1% | +10.3% |
| 3M | +22.4% | +3.7% | +18.7% | +15.9% |
| 6M | +172.6% | +13.0% | +159.6% | +127.1% |
| YTD | +147.5% | +12.4% | +135.1% | +108.6% |
| 1Y | +151.8% | +18.6% | +133.2% | +96.3% |
| All | +269.4% | +77.0% | +192.4% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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