+25.1%
HPQ vs VSH
+35.1%
-10.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.8% |
| 7D | +2.2% | +3.5% | -1.3% | +1.4% |
| 30D | +9.7% | -4.4% | +14.1% | +10.5% |
| 3M | +32.7% | -45.8% | +78.5% | +52.0% |
| 6M | +77.7% | +90.1% | -12.4% | +31.3% |
| YTD | +51.0% | +120.3% | -69.3% | +3.9% |
| 1Y | +18.4% | +112.2% | -93.8% | -18.1% |
| All | +25.1% | +35.1% | -10.0% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling