+340.8%
HPE vs VOO
+80.3%
+260.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.6% | -5.5% |
| 7D | +1.4% | -2.0% | +3.4% | +4.1% |
| 30D | +1.5% | -1.7% | +3.2% | +3.9% |
| 3M | +21.7% | +4.7% | +17.0% | +15.1% |
| 6M | +164.2% | +12.6% | +151.6% | +129.8% |
| YTD | +132.1% | +11.8% | +120.3% | +104.3% |
| 1Y | +130.6% | +17.5% | +113.1% | +91.7% |
| 3Y | +244.1% | +77.0% | +167.1% | +86.4% |
| 5Y | +340.8% | +82.6% | +258.2% | +128.3% |
| All | +340.8% | +80.3% | +260.5% | +128.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling