+77.7%
HPQ vs VGT
+36.4%
+41.4%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.1% | +4.9% |
| 7D | +2.2% | +1.5% | +0.8% | +1.9% |
| 30D | +9.7% | +0.5% | +9.2% | +9.6% |
| 3M | +32.7% | +5.3% | +27.5% | +31.6% |
| 6M | +77.7% | +32.4% | +45.3% | +66.9% |
| All | +77.7% | +36.4% | +41.4% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 6mo: compounded portfolio wealth divided by compounded VGT 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…
6mo analysis · Full analysis span regression · 6 months rolling