+21.2%
HPQ vs VUG
+11.8%
+9.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.2% |
| 7D | +3.5% | -1.9% | +5.4% | +4.2% |
| 30D | +13.7% | -1.6% | +15.2% | +14.3% |
| 3M | +33.9% | +4.4% | +29.5% | +31.7% |
| 6M | +80.9% | +13.2% | +67.7% | +73.2% |
| YTD | +52.6% | +7.5% | +45.1% | +51.2% |
| 1Y | +21.2% | +12.5% | +8.8% | +16.2% |
| All | +21.2% | +11.8% | +9.5% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling