+916.4%
VRT vs HPQ
+39.2%
+877.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.7% | -6.1% |
| 7D | -7.7% | +3.5% | -11.2% | -9.5% |
| 30D | -12.0% | +13.7% | -25.6% | -17.8% |
| 3M | -11.7% | +33.9% | -45.5% | -25.0% |
| 6M | -8.1% | +80.9% | -89.0% | -35.6% |
| YTD | +53.2% | +52.6% | +0.7% | +17.2% |
| 1Y | +81.7% | +21.2% | +60.4% | +58.2% |
| 3Y | +535.3% | +26.9% | +508.4% | +410.2% |
| 5Y | +916.4% | +41.1% | +875.2% | +692.1% |
| All | +916.4% | +39.2% | +877.2% | +692.1% |
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