+151.2%
HPQ vs VEA
+167.0%
-15.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.7% |
| 7D | +2.2% | +0.3% | +1.9% | +1.9% |
| 30D | +9.7% | +0.4% | +9.3% | +9.2% |
| 3M | +32.7% | +4.8% | +27.9% | +26.5% |
| 6M | +77.7% | +11.3% | +66.5% | +59.4% |
| YTD | +51.0% | +17.4% | +33.6% | +28.7% |
| 1Y | +18.4% | +26.2% | -7.8% | -5.2% |
| 3Y | +25.6% | +77.7% | -52.2% | -25.3% |
| 5Y | +38.6% | +60.9% | -22.3% | -9.4% |
| 10Y | +226.1% | +163.6% | +62.6% | +47.2% |
| All | +151.2% | +167.0% | -15.7% | +6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling