+105.7%
HOMZ price history and return analytics
+152.6%
-46.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.1% |
| 7D | -3.6% | -1.1% | -2.5% | -2.4% |
| 30D | -6.7% | -1.0% | -5.7% | -5.7% |
| 3M | -3.9% | +3.2% | -7.0% | -7.2% |
| 6M | -0.6% | +12.5% | -13.1% | -12.9% |
| YTD | -3.2% | +14.1% | -17.3% | -16.5% |
| 1Y | -10.2% | +18.9% | -29.1% | -26.1% |
| 3Y | +22.2% | +74.1% | -51.9% | -34.4% |
| 5Y | +17.7% | +66.9% | -49.2% | -33.6% |
| All | +105.7% | +152.6% | -46.8% | -28.4% |
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 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