-49.0%
HOYY vs VT
+10.5%
-59.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | -2.5% | -2.3% | -0.2% | -0.5% |
| 30D | -10.8% | -5.0% | -5.9% | -6.5% |
| 3M | -8.4% | -4.9% | -3.5% | -4.1% |
| 6M | -11.0% | -1.5% | -9.4% | -10.5% |
| YTD | -36.9% | +8.5% | -45.4% | -45.5% |
| 1Y | -49.0% | +11.4% | -60.4% | -58.7% |
| All | -49.0% | +10.5% | -59.5% | -58.7% |
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