-73.8%
HODU vs VT
+15.8%
-89.6%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.6% | +3.3% | -7.8% |
| 7D | -2.9% | +0.4% | -3.3% | -2.9% |
| 30D | -44.8% | -2.6% | -42.2% | -33.3% |
| 3M | -31.7% | -3.2% | -28.4% | -11.1% |
| 6M | -14.2% | +0.9% | -15.2% | -7.8% |
| YTD | -69.2% | +11.3% | -80.5% | -79.6% |
| All | -73.8% | +15.8% | -89.6% | -87.0% |
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