+11.2%
HPQ vs VSH
+45.1%
-33.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.4% | +1.0% |
| 7D | -1.9% | +26.2% | -28.1% | -8.7% |
| 30D | -5.7% | -12.5% | +6.8% | -3.5% |
| 3M | -0.4% | -16.9% | +16.5% | +2.6% |
| 6M | +40.0% | -17.0% | +57.0% | +32.5% |
| YTD | +34.6% | +93.8% | -59.2% | -12.8% |
| 1Y | +20.4% | +99.3% | -78.9% | -23.2% |
| 3Y | +18.3% | +35.0% | -16.7% | -15.2% |
| All | +11.2% | +45.1% | -33.8% | -29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling