+23.4%
HMOP price history and return analytics
+161.3%
-137.9%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -0.3% | +1.0% | -1.4% | -0.4% |
| 30D | -1.4% | -0.2% | -1.2% | -1.4% |
| 3M | -1.6% | +4.5% | -6.1% | -1.8% |
| 6M | -1.4% | +14.1% | -15.5% | -2.2% |
| YTD | -0.2% | +14.8% | -15.0% | -1.0% |
| 1Y | +1.9% | +21.2% | -19.3% | +0.7% |
| 3Y | +12.4% | +76.6% | -64.2% | +8.7% |
| 5Y | +4.8% | +66.6% | -61.8% | +1.5% |
| All | +23.4% | +161.3% | -137.9% | +13.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling