+151.4%
HOOX price history and return analytics
+37.8%
+113.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.5% | +1.2% |
| 7D | -17.9% | -2.0% | -15.9% | -8.3% |
| 30D | +33.9% | -1.4% | +35.3% | +50.0% |
| 3M | +44.8% | +4.7% | +40.0% | +19.1% |
| 6M | +46.6% | +11.4% | +35.3% | -7.8% |
| YTD | -39.0% | +13.1% | -52.1% | -62.6% |
| 1Y | -54.2% | +19.0% | -73.2% | -76.2% |
| All | +151.4% | +37.8% | +113.7% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling