-43.3%
HODU price history and return analytics
+19.4%
-62.7%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.5% | -6.9% | -4.7% |
| 7D | +25.6% | +1.0% | +24.6% | +21.0% |
| 30D | +47.8% | -0.2% | +48.1% | +54.8% |
| 3M | +61.9% | +4.5% | +57.4% | +33.8% |
| 6M | +65.5% | +14.1% | +51.5% | -9.4% |
| YTD | -33.3% | +14.8% | -48.1% | -64.5% |
| All | -43.3% | +19.4% | -62.7% | -77.3% |
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 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