+34.1%
HPQ vs VLTO
+26.2%
+8.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -4.2% |
| 7D | -0.5% | -1.6% | +1.1% | +0.1% |
| 30D | +3.7% | -2.9% | +6.6% | +4.8% |
| 3M | +24.3% | +12.7% | +11.6% | +18.4% |
| 6M | +64.8% | +1.6% | +63.2% | +63.5% |
| YTD | +43.9% | -4.0% | +47.9% | +46.2% |
| 1Y | +11.7% | -10.2% | +21.8% | +16.9% |
| All | +34.1% | +26.2% | +8.0% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling