-38.7%
HODU vs VT
+20.0%
-58.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.5% | -4.5% |
| 7D | +33.3% | +0.4% | +32.9% | +31.8% |
| 30D | +60.6% | +1.0% | +59.6% | +58.0% |
| 3M | +60.9% | +2.4% | +58.5% | +50.6% |
| 6M | +56.4% | +12.0% | +44.4% | -1.6% |
| YTD | -28.0% | +15.3% | -43.3% | -62.7% |
| All | -38.7% | +20.0% | -58.8% | -76.2% |
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