-47.3%
HODU price history and return analytics
+17.6%
-65.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.9% | +0.8% |
| 7D | -18.0% | -2.0% | -16.0% | -8.4% |
| 30D | +34.2% | -1.4% | +35.6% | +50.1% |
| 3M | +46.0% | +4.7% | +41.3% | +20.5% |
| 6M | +48.5% | +11.4% | +37.2% | -6.1% |
| YTD | -38.1% | +13.1% | -51.2% | -64.3% |
| All | -47.3% | +17.6% | -65.0% | -77.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling