-22.2%
HOFT price history and return analytics
+223.7%
-245.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -1.3% |
| 7D | -2.8% | +0.4% | -3.2% | -3.2% |
| 30D | +18.3% | -2.6% | +20.9% | +21.2% |
| 3M | -3.9% | -3.2% | -0.7% | -1.1% |
| 6M | +12.2% | +0.9% | +11.3% | +11.3% |
| YTD | +33.5% | +11.3% | +22.2% | +19.8% |
| 1Y | +61.0% | +14.0% | +47.0% | +40.8% |
| 3Y | +0.4% | +75.8% | -75.5% | -41.7% |
| 5Y | -27.9% | +57.8% | -85.7% | -53.7% |
| 10Y | -22.2% | +219.8% | -242.0% | -73.7% |
| All | -22.2% | +223.7% | -245.9% | -73.7% |
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