+104.0%
HOMZ price history and return analytics
+150.3%
-46.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -0.8% |
| 7D | -4.2% | -2.0% | -2.2% | -2.1% |
| 30D | -8.4% | -1.4% | -7.0% | -6.9% |
| 3M | -2.9% | +4.7% | -7.7% | -7.9% |
| 6M | -2.9% | +11.4% | -14.2% | -13.9% |
| YTD | -4.0% | +13.1% | -17.1% | -16.5% |
| 1Y | -9.0% | +19.0% | -28.1% | -25.3% |
| 3Y | +21.9% | +73.9% | -52.1% | -34.5% |
| 5Y | +16.7% | +65.4% | -48.7% | -33.5% |
| All | +104.0% | +150.3% | -46.3% | -28.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling