+19.2%
HPQ vs VIG
+56.3%
-37.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -3.5% |
| 7D | -0.5% | -0.4% | -0.1% | +0.1% |
| 30D | +3.7% | -2.1% | +5.8% | +6.7% |
| 3M | +24.3% | +3.3% | +21.0% | +19.1% |
| 6M | +64.8% | +9.3% | +55.5% | +46.4% |
| YTD | +43.9% | +10.1% | +33.8% | +26.6% |
| 1Y | +11.7% | +14.7% | -3.1% | -6.9% |
| All | +19.2% | +56.3% | -37.0% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling