+181.4%
HOOG vs VT
+41.4%
+140.0%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.2% |
| 7D | +33.4% | +0.4% | +33.0% | +32.1% |
| 30D | +60.5% | +1.0% | +59.5% | +58.0% |
| 3M | +61.0% | +2.4% | +58.6% | +49.0% |
| 6M | +56.2% | +12.0% | +44.2% | -5.1% |
| YTD | -28.1% | +15.3% | -43.4% | -60.9% |
| 1Y | -30.3% | +22.6% | -52.9% | -69.4% |
| All | +181.4% | +41.4% | +140.0% | -26.4% |
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 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