+130.6%
HPE vs VSH
+109.0%
+21.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.9% | -5.3% | -5.9% |
| 7D | +1.4% | +3.1% | -1.7% | +0.1% |
| 30D | +1.5% | -5.7% | +7.3% | +3.6% |
| 3M | +21.7% | -42.5% | +64.2% | +47.5% |
| 6M | +164.2% | +82.7% | +81.5% | +109.9% |
| YTD | +132.1% | +118.2% | +13.8% | +70.4% |
| 1Y | +130.6% | +109.7% | +21.0% | +69.5% |
| All | +130.6% | +109.0% | +21.7% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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