+563.1%
HPE vs VTV
+234.5%
+328.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.7% | +11.7% | +11.5% |
| 7D | +19.4% | -1.1% | +20.5% | +21.2% |
| 30D | +5.6% | -1.0% | +6.6% | +7.2% |
| 3M | +33.1% | +4.6% | +28.4% | +25.4% |
| 6M | +192.5% | +13.5% | +178.9% | +149.1% |
| YTD | +160.9% | +18.5% | +142.4% | +110.8% |
| 1Y | +155.0% | +22.9% | +132.1% | +96.9% |
| 3Y | +289.4% | +67.8% | +221.6% | +105.8% |
| 5Y | +395.7% | +81.8% | +313.8% | +140.0% |
| All | +563.1% | +234.5% | +328.6% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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