-75.1%
HODU vs VT
+15.3%
-90.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -2.4% |
| 7D | -11.6% | -0.1% | -11.4% | -9.1% |
| 30D | -47.5% | -3.1% | -44.5% | -34.9% |
| 3M | -36.7% | -3.5% | -33.2% | -16.3% |
| 6M | -18.4% | +0.5% | -18.9% | -10.0% |
| YTD | -70.7% | +10.8% | -81.5% | -80.1% |
| All | -75.1% | +15.3% | -90.3% | -87.3% |
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