+217.2%
HPQ vs VO
+197.9%
+19.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +2.0% | +2.1% |
| 7D | +3.5% | -2.5% | +6.0% | +6.4% |
| 30D | +13.7% | -3.2% | +16.9% | +17.9% |
| 3M | +33.9% | +3.9% | +29.9% | +28.0% |
| 6M | +80.9% | +9.6% | +71.3% | +62.4% |
| YTD | +52.6% | +11.6% | +41.0% | +34.2% |
| 1Y | +21.2% | +12.6% | +8.6% | +5.8% |
| 3Y | +26.9% | +55.4% | -28.5% | -22.5% |
| 5Y | +41.1% | +41.8% | -0.7% | -4.2% |
| All | +217.2% | +197.9% | +19.3% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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