+49.7%
HOOW vs VT
+32.1%
+17.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +19.4% | +0.4% | +19.0% | +18.2% |
| 30D | +37.3% | +1.0% | +36.3% | +34.6% |
| 3M | +43.0% | +2.4% | +40.6% | +34.7% |
| 6M | +51.5% | +12.0% | +39.5% | +6.6% |
| YTD | +2.1% | +15.3% | -13.2% | -35.1% |
| 1Y | +10.0% | +22.6% | -12.6% | -40.3% |
| All | +49.7% | +32.1% | +17.5% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling