+243.8%
HPQ vs VEU
+155.0%
+88.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.0% | +7.4% | +7.3% |
| 7D | +9.8% | -1.4% | +11.2% | +11.5% |
| 30D | +22.4% | -0.4% | +22.8% | +22.8% |
| 3M | +45.2% | +2.5% | +42.6% | +40.3% |
| 6M | +96.4% | +11.1% | +85.3% | +71.3% |
| YTD | +65.4% | +16.5% | +48.9% | +35.7% |
| 1Y | +31.6% | +22.9% | +8.7% | +1.5% |
| 3Y | +37.0% | +73.4% | -36.4% | -29.2% |
| 5Y | +53.0% | +56.1% | -3.1% | -10.2% |
| All | +243.8% | +155.0% | +88.9% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling