+39.7%
HPQ price history and return analytics
+65.1%
-25.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.6% | +5.7% |
| 7D | +2.2% | -0.1% | +2.4% | +2.4% |
| 30D | +9.7% | -0.7% | +10.4% | +10.5% |
| 3M | +32.7% | +4.0% | +28.7% | +26.2% |
| 6M | +77.7% | +12.3% | +65.4% | +53.4% |
| YTD | +51.0% | +14.0% | +37.0% | +27.5% |
| 1Y | +18.4% | +20.3% | -1.9% | -6.4% |
| 3Y | +25.6% | +75.4% | -49.9% | -37.2% |
| All | +39.7% | +65.1% | -25.4% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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