-2.7%
HPQ vs VG
-44.6%
+41.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.7% |
| 7D | +3.2% | +14.0% | -10.8% | +2.5% |
| 30D | -3.6% | -1.0% | -2.6% | -3.7% |
| 3M | -5.3% | -2.7% | -2.6% | -5.3% |
| 6M | +41.1% | +1.5% | +39.7% | +40.1% |
| YTD | +36.9% | +93.7% | -56.8% | +28.3% |
| 1Y | +23.5% | +68.5% | -45.0% | +16.9% |
| All | -2.7% | -44.6% | +41.9% | -11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling