-2.2%
HOOW vs VT
+29.3%
-31.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | -3.6% |
| 7D | -6.7% | -0.3% | -6.4% | -5.5% |
| 30D | -28.9% | -1.4% | -27.5% | -24.6% |
| 3M | -11.0% | -1.4% | -9.6% | -4.4% |
| 6M | +9.5% | +5.5% | +4.0% | -6.7% |
| YTD | -33.3% | +12.8% | -46.1% | -53.8% |
| 1Y | -48.0% | +15.4% | -63.4% | -66.5% |
| All | -2.2% | +29.3% | -31.5% | -52.9% |
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