+38.6%
HPQ vs VUG
+75.3%
-36.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.3% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | +9.7% | -1.7% | +11.4% | +11.1% |
| 3M | +32.7% | +2.8% | +29.9% | +29.3% |
| 6M | +77.7% | +13.6% | +64.1% | +59.8% |
| YTD | +51.0% | +8.1% | +42.9% | +41.0% |
| 1Y | +18.4% | +13.1% | +5.3% | +6.5% |
| 3Y | +25.6% | +87.0% | -61.4% | -25.7% |
| 5Y | +38.6% | +76.0% | -37.3% | -18.5% |
| All | +38.6% | +75.3% | -36.7% | -18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling