+15.0%
HOMZ vs VT
+57.4%
-42.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -0.4% |
| 7D | +1.9% | +0.4% | +1.6% | +1.5% |
| 30D | +11.1% | -2.6% | +13.7% | +13.9% |
| 3M | -5.2% | -3.2% | -2.0% | -2.2% |
| 6M | +2.5% | +0.9% | +1.5% | +0.9% |
| YTD | +0.6% | +11.3% | -10.7% | -10.7% |
| 1Y | +2.5% | +14.0% | -11.5% | -11.3% |
| 3Y | +39.5% | +75.8% | -36.4% | -25.3% |
| 5Y | +15.0% | +57.8% | -42.9% | -31.4% |
| All | +15.0% | +57.4% | -42.4% | -31.4% |
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