-22.9%
HOFT price history and return analytics
+222.7%
-245.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.2% |
| 7D | -0.3% | +2.9% | -3.2% | -3.1% |
| 30D | +16.0% | -2.5% | +18.5% | +18.7% |
| 3M | -1.5% | -3.3% | +1.9% | +1.5% |
| 6M | +17.9% | +1.5% | +16.3% | +16.2% |
| YTD | +32.2% | +11.4% | +20.8% | +18.5% |
| 1Y | +51.9% | +11.9% | +40.0% | +35.3% |
| 3Y | -0.7% | +73.9% | -74.6% | -41.7% |
| 5Y | -29.3% | +57.9% | -87.1% | -54.6% |
| All | -22.9% | +222.7% | -245.6% | -73.0% |
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