+22.5%
HOOG vs VT
+37.4%
-14.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.1% | +7.0% | +2.0% |
| 7D | -8.1% | -0.7% | -7.4% | -2.5% |
| 30D | -43.3% | -1.7% | -41.5% | -34.4% |
| 3M | -32.0% | -2.3% | -29.7% | -15.5% |
| 6M | -20.7% | +1.5% | -22.2% | -17.8% |
| YTD | -68.7% | +12.0% | -80.7% | -79.0% |
| 1Y | -79.1% | +12.9% | -92.0% | -85.9% |
| All | +22.5% | +37.4% | -14.8% | -60.3% |
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