+51.0%
HPQ vs VEA
+59.5%
-8.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.1% | +7.3% | +7.4% |
| 7D | +9.8% | -1.5% | +11.2% | +11.3% |
| 30D | +22.4% | -0.8% | +23.2% | +23.2% |
| 3M | +45.2% | +2.5% | +42.7% | +41.1% |
| 6M | +96.4% | +11.1% | +85.3% | +74.1% |
| YTD | +65.4% | +17.2% | +48.2% | +37.5% |
| 1Y | +31.6% | +24.5% | +7.1% | +2.4% |
| 3Y | +37.0% | +75.4% | -38.4% | -26.7% |
| All | +51.0% | +59.5% | -8.6% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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