+1,083.1%
VST vs HPQ
+157.1%
+926.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.0% | +7.5% |
| 7D | -0.5% | -0.6% | +0.1% | -0.8% |
| 30D | -17.1% | -6.5% | -10.6% | -16.3% |
| 3M | -4.6% | -5.1% | +0.5% | -4.8% |
| 6M | -9.1% | +27.3% | -36.4% | -18.8% |
| YTD | -16.6% | +31.7% | -48.3% | -27.0% |
| 1Y | -29.5% | +13.0% | -42.5% | -35.2% |
| 3Y | +297.5% | +18.3% | +279.2% | +255.5% |
| 5Y | +654.5% | +7.4% | +647.2% | +570.9% |
| 10Y | +1,205.2% | +154.8% | +1,050.5% | +811.7% |
| All | +1,083.1% | +157.1% | +926.0% | +716.0% |
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