+116.4%
HPE vs VTEB
+0.4%
+116.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.4% | -6.1% | -5.9% |
| 7D | -17.0% | +0.9% | -17.9% | -17.5% |
| 30D | -26.7% | +3.7% | -30.4% | -29.5% |
| 3M | -4.1% | -0.8% | -3.3% | +1.3% |
| 6M | +75.4% | -0.9% | +76.3% | +86.0% |
| YTD | +111.0% | -0.1% | +111.1% | +129.2% |
| 1Y | +116.4% | +0.2% | +116.2% | +137.4% |
| All | +116.4% | +0.4% | +116.1% | +137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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