+37.0%
HPQ vs VTRS
+84.5%
-47.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.8% | +7.6% | +8.2% |
| 7D | +9.8% | -2.2% | +11.9% | +10.4% |
| 30D | +22.4% | +3.3% | +19.0% | +21.2% |
| 3M | +45.2% | +2.0% | +43.2% | +44.0% |
| 6M | +96.4% | +19.9% | +76.5% | +85.1% |
| YTD | +65.4% | +35.7% | +29.7% | +48.7% |
| 1Y | +31.6% | +68.1% | -36.5% | +9.6% |
| 3Y | +37.0% | +87.1% | -50.1% | +2.2% |
| All | +37.0% | +84.5% | -47.5% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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