+269.4%
HPE vs VUG
+85.5%
+183.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.7% |
| 7D | +13.6% | +0.1% | +13.5% | +13.5% |
| 30D | +7.7% | -1.7% | +9.4% | +10.0% |
| 3M | +22.4% | +2.8% | +19.6% | +18.8% |
| 6M | +172.6% | +13.6% | +159.0% | +137.3% |
| YTD | +147.5% | +8.1% | +139.4% | +128.3% |
| 1Y | +151.8% | +13.1% | +138.7% | +121.1% |
| All | +269.4% | +85.5% | +183.9% | +105.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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