+37.0%
HPQ vs VTR
+132.9%
-95.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.5% | +8.9% | +8.5% |
| 7D | +9.8% | -0.3% | +10.1% | +9.8% |
| 30D | +22.4% | +1.1% | +21.3% | +22.1% |
| 3M | +45.2% | +7.9% | +37.3% | +44.1% |
| 6M | +96.4% | +6.2% | +90.3% | +95.2% |
| YTD | +65.4% | +17.7% | +47.7% | +61.5% |
| 1Y | +31.6% | +32.9% | -1.3% | +25.1% |
| 3Y | +37.0% | +129.7% | -92.7% | +8.5% |
| All | +37.0% | +132.9% | -95.8% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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