+25.1%
HPQ vs VUG
+85.5%
-60.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.2% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | +9.7% | -1.7% | +11.4% | +10.9% |
| 3M | +32.7% | +2.8% | +29.9% | +29.9% |
| 6M | +77.7% | +13.6% | +64.1% | +62.3% |
| YTD | +51.0% | +8.1% | +42.9% | +42.8% |
| 1Y | +18.4% | +13.1% | +5.3% | +8.3% |
| All | +25.1% | +85.5% | -60.4% | -16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling