+21.2%
HPQ vs VO
+12.4%
+8.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +2.0% | +2.0% |
| 7D | +3.5% | -2.5% | +6.0% | +6.2% |
| 30D | +13.7% | -3.2% | +16.9% | +17.6% |
| 3M | +33.9% | +3.9% | +29.9% | +28.5% |
| 6M | +80.9% | +9.6% | +71.3% | +63.4% |
| YTD | +52.6% | +11.6% | +41.0% | +33.5% |
| 1Y | +21.2% | +12.6% | +8.6% | +4.3% |
| All | +21.2% | +12.4% | +8.8% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling