+14.5%
HPQ vs VT
+13.3%
+1.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -15.8% | -1.6% | -14.2% | -15.1% |
| 30D | -12.0% | -2.5% | -9.5% | -11.0% |
| 3M | +5.3% | -1.3% | +6.6% | +5.9% |
| 6M | +38.7% | +3.1% | +35.6% | +37.3% |
| YTD | +31.8% | +10.9% | +20.8% | +24.6% |
| All | +14.5% | +13.3% | +1.3% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling