+105.7%
HOMZ vs VT
+145.9%
-40.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | -1.6% | +2.4% | -4.0% | -4.1% |
| 30D | +8.0% | -1.5% | +9.5% | +9.6% |
| 3M | -8.0% | -4.1% | -3.9% | -4.0% |
| 6M | +1.4% | +0.6% | +0.9% | +0.2% |
| YTD | -3.2% | +11.0% | -14.3% | -14.3% |
| 1Y | -1.3% | +13.3% | -14.7% | -14.6% |
| 3Y | +33.4% | +73.4% | -40.0% | -28.4% |
| 5Y | +10.0% | +57.4% | -47.4% | -33.9% |
| All | +105.7% | +145.9% | -40.1% | -26.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling