+37.0%
HPQ vs VTEB
+8.6%
+28.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.4% | +8.0% | +8.2% |
| 7D | +9.8% | -0.9% | +10.7% | +10.3% |
| 30D | +22.4% | -2.5% | +24.9% | +24.4% |
| 3M | +45.2% | -3.0% | +48.1% | +47.9% |
| 6M | +96.4% | -2.1% | +98.6% | +99.2% |
| YTD | +65.4% | -1.5% | +66.9% | +67.1% |
| 1Y | +31.6% | +0.2% | +31.4% | +31.6% |
| 3Y | +37.0% | +8.6% | +28.5% | +21.9% |
| All | +37.0% | +8.6% | +28.5% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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