+352.9%
VOO vs HPE
+595.7%
-242.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.7% | -8.3% | -2.7% |
| 7D | +0.5% | +10.1% | -9.6% | -2.2% |
| 30D | -0.9% | +5.3% | -6.2% | -2.7% |
| 3M | +3.9% | +12.7% | -8.8% | -0.6% |
| 6M | +14.5% | +167.7% | -153.1% | -16.7% |
| YTD | +13.0% | +135.5% | -122.5% | -15.0% |
| 1Y | +19.4% | +143.4% | -124.0% | -11.6% |
| 3Y | +78.9% | +249.2% | -170.3% | +12.9% |
| 5Y | +82.3% | +343.8% | -261.6% | +4.3% |
| 10Y | +314.2% | +495.9% | -181.7% | +104.4% |
| All | +352.9% | +595.7% | -242.8% | +107.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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