+169.7%
HOOX price history and return analytics
+39.9%
+129.9%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -5.2% |
| 7D | +25.4% | +1.0% | +24.3% | +20.7% |
| 30D | +47.0% | -0.2% | +47.2% | +54.2% |
| 3M | +59.9% | +4.5% | +55.4% | +31.7% |
| 6M | +62.8% | +14.1% | +48.7% | -10.2% |
| YTD | -34.6% | +14.8% | -49.3% | -63.0% |
| 1Y | -50.8% | +21.2% | -72.0% | -76.8% |
| All | +169.7% | +39.9% | +129.9% | -23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling