+520.2%
HPQ vs VTR
+1,484.0%
-963.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.5% | +5.0% |
| 7D | +2.2% | -2.9% | +5.1% | +2.9% |
| 30D | +9.7% | -2.8% | +12.5% | +10.4% |
| 3M | +32.7% | +9.0% | +23.7% | +30.1% |
| 6M | +77.7% | +5.0% | +72.8% | +75.1% |
| YTD | +51.0% | +16.9% | +34.1% | +45.0% |
| 1Y | +18.4% | +34.3% | -15.9% | +9.9% |
| 3Y | +25.6% | +131.6% | -106.0% | +1.9% |
| 5Y | +38.6% | +88.0% | -49.4% | +17.1% |
| 10Y | +226.1% | +97.8% | +128.4% | +154.0% |
| All | +520.2% | +1,484.0% | -963.8% | +220.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling