+418.5%
HPQ vs VGT
+2,276.4%
-1,857.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.1% | +5.0% |
| 7D | +2.2% | +1.5% | +0.8% | +0.9% |
| 30D | +9.7% | +0.5% | +9.2% | +9.0% |
| 3M | +32.7% | +5.3% | +27.5% | +24.9% |
| 6M | +77.7% | +32.4% | +45.3% | +35.8% |
| YTD | +51.0% | +28.6% | +22.4% | +17.7% |
| 1Y | +18.4% | +37.6% | -19.2% | -13.4% |
| 3Y | +25.6% | +125.5% | -99.9% | -42.8% |
| 5Y | +38.6% | +135.2% | -96.6% | -40.4% |
| 10Y | +226.1% | +812.9% | -586.8% | -62.8% |
| All | +418.5% | +2,276.4% | -1,857.9% | -76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling