+822.6%
VOO vs HPQ
+180.6%
+642.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | +0.7% |
| 7D | +0.5% | -0.5% | +1.0% | +0.6% |
| 30D | -0.9% | +3.7% | -4.7% | -2.2% |
| 3M | +3.9% | +24.3% | -20.4% | -2.9% |
| 6M | +14.5% | +64.8% | -50.2% | -2.4% |
| YTD | +13.0% | +43.9% | -31.0% | -0.2% |
| 1Y | +19.4% | +11.7% | +7.8% | +12.9% |
| 3Y | +78.9% | +19.7% | +59.2% | +61.0% |
| 5Y | +82.3% | +32.2% | +50.1% | +56.1% |
| 10Y | +314.2% | +198.9% | +115.3% | +174.4% |
| All | +822.6% | +180.6% | +642.0% | +519.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling