+948.7%
VTI vs HPQ
+379.9%
+568.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.5% | -2.1% |
| 7D | -0.4% | +2.2% | -2.6% | -1.1% |
| 30D | -1.6% | +9.7% | -11.3% | -4.8% |
| 3M | +3.6% | +32.7% | -29.2% | -6.2% |
| 6M | +13.0% | +77.7% | -64.7% | -8.2% |
| YTD | +12.7% | +51.0% | -38.3% | -3.9% |
| 1Y | +18.4% | +18.4% | 0.0% | +8.6% |
| 3Y | +76.4% | +25.6% | +50.9% | +54.0% |
| 5Y | +73.7% | +38.6% | +35.1% | +43.0% |
| 10Y | +302.5% | +226.1% | +76.4% | +136.9% |
| All | +948.7% | +379.9% | +568.8% | +349.8% |
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