+37.0%
HPQ vs VYM
+65.1%
-28.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.7% | +7.7% | +7.5% |
| 7D | +9.8% | -0.8% | +10.6% | +11.0% |
| 30D | +22.4% | -2.2% | +24.6% | +26.3% |
| 3M | +45.2% | +3.1% | +42.1% | +39.8% |
| 6M | +96.4% | +9.7% | +86.7% | +73.7% |
| YTD | +65.4% | +14.9% | +50.5% | +37.1% |
| 1Y | +31.6% | +17.6% | +14.0% | +5.8% |
| 3Y | +37.0% | +65.3% | -28.3% | -26.7% |
| All | +37.0% | +65.1% | -28.0% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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