+13.0%
HOOW price history and return analytics
+23.4%
-10.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.6% | +1.0% | +18.6% | +16.0% |
| 7D | +16.1% | +0.1% | +16.0% | +16.2% |
| 30D | +40.0% | +0.8% | +39.2% | +38.0% |
| 3M | +59.1% | +2.8% | +56.3% | +47.7% |
| 6M | +71.0% | +13.0% | +58.1% | +15.2% |
| YTD | +4.9% | +15.4% | -10.5% | -35.3% |
| All | +13.0% | +23.4% | -10.3% | -42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling