-43.8%
HOYY vs VT
+19.5%
-63.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | +3.6% | +0.4% | +3.2% | +3.1% |
| 30D | +7.4% | +1.0% | +6.4% | +6.2% |
| 3M | +4.2% | +2.4% | +1.8% | +1.4% |
| 6M | -7.3% | +12.0% | -19.3% | -20.7% |
| YTD | -25.7% | +15.3% | -41.0% | -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 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