-35.8%
HODU price history and return analytics
+20.0%
-55.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +32.9% | +1.0% | +31.8% | +27.4% |
| 7D | +26.0% | +0.1% | +25.9% | +27.0% |
| 30D | +65.7% | +0.8% | +64.9% | +64.3% |
| 3M | +91.3% | +2.8% | +88.5% | +75.5% |
| 6M | +90.4% | +13.0% | +77.4% | +13.3% |
| YTD | -24.5% | +15.4% | -39.9% | -61.0% |
| All | -35.8% | +20.0% | -55.8% | -75.1% |
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