+535.3%
VRT vs HPQ
+25.8%
+509.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.7% | -5.9% |
| 7D | -7.7% | +3.5% | -11.2% | -8.9% |
| 30D | -12.0% | +13.7% | -25.6% | -16.0% |
| 3M | -11.7% | +33.9% | -45.5% | -21.4% |
| 6M | -8.1% | +80.9% | -89.0% | -30.1% |
| YTD | +53.2% | +52.6% | +0.7% | +26.2% |
| 1Y | +81.7% | +21.2% | +60.4% | +68.3% |
| All | +535.3% | +25.8% | +509.5% | +408.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling