-100.0%
HOLO price history and return analytics
+68.0%
-168.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.5% |
| 7D | -7.6% | -1.1% | -6.5% | -6.5% |
| 30D | -6.5% | -1.0% | -5.5% | -5.3% |
| 3M | -8.1% | +3.2% | -11.2% | -10.6% |
| 6M | -31.8% | +12.5% | -44.2% | -38.2% |
| YTD | -39.8% | +14.1% | -53.8% | -46.0% |
| 1Y | -69.4% | +18.9% | -88.3% | -73.3% |
| 3Y | -100.0% | +74.1% | -174.1% | -100.0% |
| 5Y | -100.0% | +66.9% | -166.9% | -100.0% |
| All | -100.0% | +68.0% | -168.0% | -100.0% |
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