-14.3%
HOOW vs VT
+24.0%
-38.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -4.1% | -8.3% | +1.5% |
| 7D | -18.4% | -4.2% | -14.2% | -4.9% |
| 30D | -36.3% | -5.8% | -30.5% | -20.7% |
| 3M | -21.4% | -5.2% | -16.2% | -2.8% |
| 6M | -4.7% | +0.1% | -4.9% | -2.3% |
| YTD | -41.5% | +8.2% | -49.8% | -53.1% |
| 1Y | -56.7% | +10.1% | -66.9% | -67.1% |
| All | -14.3% | +24.0% | -38.3% | -52.1% |
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