+39.7%
HOOW price history and return analytics
+30.6%
+9.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | +0.1% |
| 7D | +8.6% | -0.1% | +8.8% | +9.8% |
| 30D | +25.6% | -0.7% | +26.3% | +30.3% |
| 3M | +42.4% | +4.0% | +38.4% | +26.3% |
| 6M | +47.5% | +12.3% | +35.2% | +1.8% |
| YTD | -4.7% | +14.0% | -18.7% | -37.0% |
| 1Y | -13.0% | +20.3% | -33.3% | -49.9% |
| All | +39.7% | +30.6% | +9.0% | -35.6% |
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 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