+14.3%
HPQ vs VG
+48.6%
-34.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -1.1% | -22.0% | +20.9% | -0.8% |
| 30D | -11.7% | -11.6% | -0.1% | -11.6% |
| 3M | +2.0% | -14.9% | +16.8% | +2.3% |
| 6M | +35.9% | -3.5% | +39.4% | +35.5% |
| YTD | +32.7% | +70.0% | -37.3% | +28.6% |
| 1Y | +14.3% | +50.0% | -35.7% | +11.3% |
| All | +14.3% | +48.6% | -34.4% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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