+38.6%
HPQ vs VIG
+62.2%
-23.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.5% | +5.6% |
| 7D | +2.2% | -1.2% | +3.4% | +3.8% |
| 30D | +9.7% | -2.8% | +12.6% | +14.1% |
| 3M | +32.7% | +2.5% | +30.3% | +28.5% |
| 6M | +77.7% | +8.1% | +69.6% | +59.8% |
| YTD | +51.0% | +9.6% | +41.4% | +33.4% |
| 1Y | +18.4% | +14.2% | +4.2% | -0.9% |
| 3Y | +25.6% | +56.1% | -30.5% | -30.4% |
| 5Y | +38.6% | +62.8% | -24.2% | -26.7% |
| All | +38.6% | +62.2% | -23.6% | -26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling