+370.0%
HPQ vs VUG
+1,188.6%
-818.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.5% |
| 7D | +3.2% | +2.5% | +0.7% | +0.7% |
| 30D | -3.6% | -6.3% | +2.7% | +2.0% |
| 3M | -5.3% | -6.0% | +0.7% | -0.3% |
| 6M | +41.1% | -3.5% | +44.7% | +44.0% |
| YTD | +36.9% | +3.9% | +32.9% | +29.2% |
| 1Y | +23.5% | +5.1% | +18.4% | +15.2% |
| 3Y | +19.6% | +77.9% | -58.3% | -34.0% |
| 5Y | +11.4% | +62.4% | -51.0% | -34.0% |
| 10Y | +160.6% | +399.4% | -238.8% | -51.0% |
| All | +370.0% | +1,188.6% | -818.6% | -66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling