-48.1%
HODU price history and return analytics
+18.7%
-66.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -6.1% |
| 7D | -15.2% | -1.1% | -14.1% | -9.9% |
| 30D | +30.7% | -1.0% | +31.7% | +42.3% |
| 3M | +26.7% | +3.2% | +23.6% | +12.7% |
| 6M | +45.9% | +12.5% | +33.4% | -12.9% |
| YTD | -39.0% | +14.1% | -53.0% | -66.4% |
| All | -48.1% | +18.7% | -66.8% | -78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling