+38.6%
HPQ vs VO
+42.2%
-3.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.7% | +5.8% |
| 7D | +2.2% | -0.6% | +2.8% | +2.9% |
| 30D | +9.7% | -1.9% | +11.7% | +12.0% |
| 3M | +32.7% | +3.3% | +29.5% | +28.0% |
| 6M | +77.7% | +9.7% | +68.0% | +60.0% |
| YTD | +51.0% | +12.6% | +38.4% | +32.0% |
| 1Y | +18.4% | +13.6% | +4.7% | +2.7% |
| 3Y | +25.6% | +56.8% | -31.2% | -22.2% |
| 5Y | +38.6% | +42.3% | -3.6% | -5.6% |
| All | +38.6% | +42.2% | -3.6% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling