-43.8%
HOYY vs VT
+19.5%
-63.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.1% | +0.9% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | +7.7% | +0.8% | +6.9% | +6.7% |
| 3M | +5.4% | +2.8% | +2.6% | +1.9% |
| 6M | -4.0% | +13.0% | -17.0% | -19.4% |
| YTD | -25.7% | +15.4% | -41.1% | -41.3% |
| All | -43.8% | +19.5% | -63.3% | -58.4% |
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 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