+6.0%
HOOG vs VT
+32.7%
-26.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.5% | -4.1% | -16.4% | +1.5% |
| 7D | -28.2% | -4.2% | -24.1% | -7.2% |
| 30D | -53.7% | -5.8% | -47.9% | -32.8% |
| 3M | -39.5% | -5.2% | -34.3% | -11.5% |
| 6M | -25.3% | +0.1% | -25.4% | -16.9% |
| YTD | -72.9% | +8.2% | -81.1% | -78.1% |
| 1Y | -84.9% | +10.1% | -95.0% | -88.2% |
| All | +6.0% | +32.7% | -26.7% | -58.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling