+51.0%
HPQ vs VOO
+82.8%
-31.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.8% | +7.6% | +7.5% |
| 7D | +9.8% | -0.8% | +10.5% | +10.8% |
| 30D | +22.4% | -1.1% | +23.4% | +23.9% |
| 3M | +45.2% | +3.9% | +41.3% | +38.8% |
| 6M | +96.4% | +13.6% | +82.8% | +69.2% |
| YTD | +65.4% | +12.7% | +52.7% | +43.6% |
| 1Y | +31.6% | +17.6% | +14.0% | +8.9% |
| 3Y | +37.0% | +77.3% | -40.3% | -29.6% |
| All | +51.0% | +82.8% | -31.9% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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