+114.4%
HPE vs VSH
+92.4%
+22.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.2% | +0.5% | -1.8% |
| 7D | +7.9% | +14.3% | -6.5% | +1.0% |
| 30D | -23.5% | -7.9% | -15.6% | -21.0% |
| 3M | -19.1% | -19.9% | +0.8% | -11.4% |
| 6M | +51.4% | -30.5% | +81.9% | +72.4% |
| YTD | +103.4% | +85.7% | +17.8% | +57.8% |
| 1Y | +114.4% | +98.9% | +15.5% | +58.5% |
| All | +114.4% | +92.4% | +22.0% | +58.5% |
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