-100.0%
HOLO price history and return analytics
+64.2%
-164.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.2% | -2.1% |
| 7D | -9.1% | -2.0% | -7.1% | -7.1% |
| 30D | -5.9% | -1.4% | -4.5% | -4.3% |
| 3M | -7.5% | +4.7% | -12.2% | -11.4% |
| 6M | -26.9% | +11.4% | -38.3% | -33.2% |
| YTD | -39.4% | +13.1% | -52.4% | -45.2% |
| 1Y | -64.6% | +19.0% | -83.6% | -69.1% |
| 3Y | -100.0% | +73.9% | -173.9% | -100.0% |
| All | -100.0% | +64.2% | -164.2% | -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 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