+645.9%
VST vs HPQ
+10.1%
+635.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +19.2% | -1.9% | +21.1% | +19.5% |
| 30D | -17.2% | -5.7% | -11.4% | -16.6% |
| 3M | -8.1% | -0.4% | -7.7% | -9.4% |
| 6M | -8.1% | +40.0% | -48.2% | -19.8% |
| YTD | -16.3% | +34.6% | -50.9% | -26.5% |
| 1Y | -24.1% | +20.4% | -44.5% | -31.0% |
| 3Y | +300.2% | +18.3% | +281.9% | +264.4% |
| 5Y | +645.9% | +9.6% | +636.3% | +583.6% |
| All | +645.9% | +10.1% | +635.8% | +583.6% |
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