+3,196.3%
HPQ vs VTRS
+553.2%
+2,643.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.8% | +7.6% | +8.2% |
| 7D | +9.8% | -2.2% | +11.9% | +10.3% |
| 30D | +22.4% | +3.3% | +19.0% | +21.4% |
| 3M | +45.2% | +2.0% | +43.2% | +44.3% |
| 6M | +96.4% | +19.9% | +76.5% | +87.8% |
| YTD | +65.4% | +35.7% | +29.7% | +53.3% |
| 1Y | +31.6% | +68.1% | -36.5% | +15.9% |
| 3Y | +37.0% | +87.1% | -50.1% | +16.4% |
| 5Y | +53.0% | +47.6% | +5.4% | +34.6% |
| 10Y | +257.2% | -48.2% | +305.4% | +268.2% |
| All | +3,196.3% | +553.2% | +2,643.1% | +1,356.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling