+18.7%
HPQ vs VCLT
-0.4%
+19.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +6.9% | -0.5% | +7.5% | +7.3% |
| 30D | +14.4% | -0.9% | +15.3% | +15.0% |
| 3M | +25.6% | -3.2% | +28.9% | +27.6% |
| 6M | +75.0% | -3.8% | +78.9% | +76.7% |
| YTD | +50.7% | -2.0% | +52.7% | +51.6% |
| 1Y | +18.7% | -0.8% | +19.5% | +18.0% |
| All | +18.7% | -0.4% | +19.1% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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