+137.7%
HOOG price history and return analytics
+39.8%
+97.9%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -6.1% |
| 7D | -15.5% | -1.1% | -14.4% | -10.3% |
| 30D | +30.8% | -1.0% | +31.8% | +42.8% |
| 3M | +26.3% | +3.2% | +23.1% | +11.4% |
| 6M | +45.0% | +12.5% | +32.5% | -14.6% |
| YTD | -39.3% | +14.1% | -53.3% | -64.9% |
| 1Y | -54.1% | +18.9% | -73.0% | -76.5% |
| All | +137.7% | +39.8% | +97.9% | -33.9% |
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