-77.3%
HODU vs VT
+15.5%
-92.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.3% | -8.9% | -7.6% |
| 7D | -8.4% | +2.4% | -10.7% | -18.7% |
| 30D | -43.8% | -1.5% | -42.3% | -36.2% |
| 3M | -47.7% | -4.1% | -43.6% | -28.3% |
| 6M | -25.0% | +0.6% | -25.5% | -17.1% |
| YTD | -73.4% | +11.0% | -84.4% | -82.0% |
| All | -77.3% | +15.5% | -92.9% | -88.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling