+6.9%
HOOX vs VT
+35.3%
-28.4%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | -0.3% | -8.6% | -7.4% |
| 7D | -8.5% | +2.4% | -10.8% | -18.8% |
| 30D | -43.9% | -1.5% | -42.4% | -36.4% |
| 3M | -48.4% | -4.1% | -44.3% | -29.1% |
| 6M | -26.9% | +0.6% | -27.4% | -19.6% |
| YTD | -74.1% | +11.0% | -85.1% | -81.4% |
| 1Y | -79.4% | +13.3% | -92.7% | -86.4% |
| All | +6.9% | +35.3% | -28.4% | -61.4% |
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