+2,723.0%
VRT vs HPQ
+88.9%
+2,634.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.2% | +2.1% | +3.4% |
| 7D | +9.1% | +6.9% | +2.2% | +6.0% |
| 30D | +0.9% | +14.4% | -13.5% | -5.3% |
| 3M | -13.4% | +25.6% | -39.0% | -22.9% |
| 6M | +11.7% | +75.0% | -63.4% | -16.7% |
| YTD | +73.2% | +50.7% | +22.5% | +37.8% |
| 1Y | +123.4% | +18.7% | +104.8% | +98.2% |
| 3Y | +606.2% | +21.5% | +584.6% | +503.8% |
| 5Y | +899.9% | +31.6% | +868.3% | +726.4% |
| All | +2,723.0% | +88.9% | +2,634.2% | +1,673.4% |
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