+563.1%
HPE vs VTI
+305.0%
+258.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.8% | +11.6% | +11.4% |
| 7D | +19.4% | -0.9% | +20.3% | +20.8% |
| 30D | +5.6% | -1.4% | +7.1% | +7.7% |
| 3M | +33.1% | +3.6% | +29.5% | +28.1% |
| 6M | +192.5% | +13.6% | +178.9% | +153.6% |
| YTD | +160.9% | +12.9% | +148.0% | +128.7% |
| 1Y | +155.0% | +17.2% | +137.7% | +114.7% |
| 3Y | +289.4% | +75.7% | +213.7% | +111.3% |
| 5Y | +395.7% | +75.4% | +320.2% | +167.9% |
| All | +563.1% | +305.0% | +258.1% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling