+417.5%
HPQ vs VO
+827.2%
-409.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.4% |
| 7D | +6.9% | -0.3% | +7.2% | +7.2% |
| 30D | +14.4% | -0.3% | +14.8% | +14.8% |
| 3M | +25.6% | +2.9% | +22.7% | +22.1% |
| 6M | +75.0% | +9.3% | +65.7% | +60.3% |
| YTD | +50.7% | +14.2% | +36.5% | +32.4% |
| 1Y | +18.7% | +15.3% | +3.4% | +3.7% |
| 3Y | +21.5% | +56.2% | -34.7% | -19.8% |
| 5Y | +31.6% | +42.4% | -10.9% | -4.5% |
| 10Y | +216.1% | +194.7% | +21.3% | +23.2% |
| All | +417.5% | +827.2% | -409.7% | -25.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling