+31.6%
HPQ vs VCLT
-4.4%
+36.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | 0.0% | +8.4% | +8.4% |
| 7D | +9.8% | -1.4% | +11.1% | +10.6% |
| 30D | +22.4% | -1.2% | +23.5% | +23.2% |
| 3M | +45.2% | -4.8% | +49.9% | +48.8% |
| 6M | +96.4% | -2.6% | +99.0% | +99.6% |
| YTD | +65.4% | -3.3% | +68.7% | +67.7% |
| 1Y | +31.6% | -4.8% | +36.4% | +34.8% |
| All | +31.6% | -4.4% | +36.0% | +34.8% |
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