+215.5%
HPE vs VT
+75.0%
+140.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -0.6% | +0.4% | -1.0% | -1.2% |
| 30D | -2.3% | +1.0% | -3.3% | -3.7% |
| 3M | -2.9% | +2.4% | -5.2% | -5.9% |
| 6M | +143.6% | +12.0% | +131.6% | +105.0% |
| YTD | +118.5% | +15.3% | +103.2% | +75.7% |
| 1Y | +129.2% | +22.6% | +106.6% | +67.5% |
| All | +215.5% | +75.0% | +140.5% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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