+7.1%
HPQ vs VG
-39.3%
+46.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.2% |
| 7D | +6.9% | +1.7% | +5.3% | +6.8% |
| 30D | +14.4% | +16.0% | -1.6% | +13.4% |
| 3M | +25.6% | +9.7% | +15.9% | +24.4% |
| 6M | +75.0% | +29.6% | +45.5% | +70.2% |
| YTD | +50.7% | +112.0% | -61.3% | +40.8% |
| 1Y | +18.7% | +12.8% | +5.9% | +15.9% |
| All | +7.1% | -39.3% | +46.5% | -2.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling