+147.6%
HOOX price history and return analytics
+39.0%
+108.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -6.3% |
| 7D | -15.5% | -1.1% | -14.3% | -10.2% |
| 30D | +30.4% | -1.0% | +31.4% | +42.3% |
| 3M | +25.5% | +3.2% | +22.4% | +11.0% |
| 6M | +44.0% | +12.5% | +31.6% | -14.4% |
| YTD | -39.9% | +14.1% | -54.0% | -64.9% |
| 1Y | -55.0% | +18.9% | -73.9% | -76.6% |
| All | +147.6% | +39.0% | +108.6% | -27.2% |
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