+396.0%
HPE vs VTRS
+47.1%
+348.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.8% | +11.6% | +12.2% |
| 7D | +19.4% | -2.2% | +21.6% | +20.2% |
| 30D | +5.6% | +3.3% | +2.3% | +4.5% |
| 3M | +33.1% | +2.0% | +31.1% | +31.4% |
| 6M | +192.5% | +19.9% | +172.5% | +172.5% |
| YTD | +160.9% | +35.7% | +125.2% | +133.1% |
| 1Y | +155.0% | +68.1% | +86.9% | +111.4% |
| 3Y | +289.4% | +87.1% | +202.3% | +196.3% |
| All | +396.0% | +47.1% | +348.9% | +284.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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