-98.5%
HODO vs VT
+20.4%
-119.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.4% | -4.1% |
| 7D | -19.7% | -0.1% | -19.6% | -19.5% |
| 30D | -62.1% | -0.7% | -61.5% | -61.8% |
| 3M | -95.4% | +4.0% | -99.4% | -95.8% |
| 6M | -90.8% | +12.3% | -103.1% | -92.4% |
| YTD | -94.2% | +14.0% | -108.2% | -95.0% |
| 1Y | -98.5% | +20.3% | -118.8% | -98.6% |
| All | -98.5% | +20.4% | -119.0% | -98.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling