+297.8%
VTI vs HPQ
+259.7%
+38.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.4% | -7.6% | -1.7% |
| 7D | -0.9% | +9.8% | -10.7% | -3.8% |
| 30D | -1.4% | +22.4% | -23.8% | -7.7% |
| 3M | +3.6% | +45.2% | -41.6% | -8.6% |
| 6M | +13.6% | +96.4% | -82.8% | -10.6% |
| YTD | +12.9% | +65.4% | -52.5% | -6.2% |
| 1Y | +17.2% | +31.6% | -14.4% | +4.5% |
| 3Y | +75.7% | +37.0% | +38.7% | +48.8% |
| 5Y | +75.4% | +53.0% | +22.4% | +38.5% |
| All | +297.8% | +259.7% | +38.0% | +136.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling