+51.0%
HPQ vs VIVK
-100.0%
+150.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -7.4% | +15.8% | +8.5% |
| 7D | +9.8% | -4.4% | +14.1% | +9.8% |
| 30D | +22.4% | -40.8% | +63.2% | +23.1% |
| 3M | +45.2% | -94.1% | +139.3% | +49.6% |
| 6M | +96.4% | -98.2% | +194.6% | +103.9% |
| YTD | +65.4% | -98.0% | +163.4% | +69.9% |
| 1Y | +31.6% | -100.0% | +131.5% | +41.7% |
| 3Y | +37.0% | -100.0% | +137.0% | +45.4% |
| All | +51.0% | -100.0% | +150.9% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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