+184.1%
HPQ vs VOO
+812.0%
-627.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -3.9% |
| 7D | -0.5% | +0.5% | -1.0% | -1.1% |
| 30D | +3.7% | -0.9% | +4.7% | +4.9% |
| 3M | +24.3% | +3.9% | +20.4% | +18.6% |
| 6M | +64.8% | +14.5% | +50.2% | +39.8% |
| YTD | +43.9% | +13.0% | +31.0% | +24.0% |
| 1Y | +11.7% | +19.4% | -7.8% | -9.7% |
| 3Y | +19.7% | +78.9% | -59.2% | -39.7% |
| 5Y | +32.2% | +82.3% | -50.1% | -34.1% |
| 10Y | +198.9% | +314.2% | -115.3% | -41.7% |
| All | +184.1% | +812.0% | -627.9% | -74.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling