+72.8%
HOOY vs VT
+39.1%
+33.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.1% |
| 7D | +12.8% | +0.4% | +12.3% | +11.9% |
| 30D | +22.4% | +1.0% | +21.4% | +20.4% |
| 3M | +24.0% | +2.4% | +21.7% | +18.6% |
| 6M | +38.1% | +12.0% | +26.1% | +7.9% |
| YTD | +4.8% | +15.3% | -10.6% | -23.4% |
| 1Y | +5.1% | +22.6% | -17.5% | -30.7% |
| All | +72.8% | +39.1% | +33.7% | -6.6% |
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