+15.1%
HOLA price history and return analytics
+25.0%
-9.8%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.1% |
| 7D | -1.8% | -2.0% | +0.2% | -0.6% |
| 30D | -2.0% | -1.4% | -0.6% | -1.1% |
| 3M | +4.1% | +4.7% | -0.6% | +1.3% |
| 6M | +4.9% | +11.4% | -6.4% | -1.6% |
| YTD | +7.0% | +13.1% | -6.0% | -0.6% |
| 1Y | +13.4% | +19.0% | -5.6% | +1.8% |
| All | +15.1% | +25.0% | -9.8% | -0.4% |
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