-50.8%
HOOX vs VT
+21.4%
-72.2%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -5.0% |
| 7D | +25.4% | +1.0% | +24.3% | +20.5% |
| 30D | +47.0% | -0.2% | +47.2% | +54.5% |
| 3M | +59.9% | +4.5% | +55.4% | +29.8% |
| 6M | +62.8% | +14.1% | +48.7% | -16.6% |
| YTD | -34.6% | +14.8% | -49.3% | -66.7% |
| 1Y | -50.8% | +21.2% | -72.0% | -77.7% |
| All | -50.8% | +21.4% | -72.2% | -77.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling