+292.4%
HPE vs VSH
+46.9%
+245.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.5% | +2.0% |
| 7D | +13.6% | +26.2% | -12.6% | +1.2% |
| 30D | -27.1% | -12.5% | -14.6% | -22.8% |
| 3M | -14.5% | -16.9% | +2.4% | -7.6% |
| 6M | +66.9% | -17.0% | +83.9% | +73.9% |
| YTD | +111.3% | +93.8% | +17.5% | +45.2% |
| 1Y | +117.5% | +99.3% | +18.1% | +47.1% |
| 3Y | +238.1% | +35.0% | +203.1% | +159.2% |
| 5Y | +292.4% | +45.8% | +246.6% | +168.7% |
| All | +292.4% | +46.9% | +245.5% | +168.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling