+83.7%
VOO vs HPQ
+51.9%
+31.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.4% | -7.6% | -1.1% |
| 7D | -0.8% | +9.8% | -10.5% | -3.0% |
| 30D | -1.1% | +22.4% | -23.4% | -6.0% |
| 3M | +3.9% | +45.2% | -41.3% | -5.8% |
| 6M | +13.6% | +96.4% | -82.8% | -6.3% |
| YTD | +12.7% | +65.4% | -52.7% | -2.6% |
| 1Y | +17.6% | +31.6% | -14.0% | +8.1% |
| 3Y | +77.3% | +37.0% | +40.3% | +54.3% |
| All | +83.7% | +51.9% | +31.8% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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