+769.3%
VST vs HPQ
+32.3%
+737.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +3.0% |
| 7D | +8.9% | +6.9% | +2.0% | +7.1% |
| 30D | +6.2% | +14.4% | -8.2% | +2.4% |
| 3M | -2.7% | +25.6% | -28.3% | -9.3% |
| 6M | -8.4% | +75.0% | -83.4% | -24.4% |
| YTD | -7.2% | +50.7% | -57.9% | -19.6% |
| 1Y | -20.9% | +18.7% | -39.6% | -26.0% |
| 3Y | +384.0% | +21.5% | +362.5% | +343.6% |
| All | +769.3% | +32.3% | +737.0% | +708.2% |
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