-92.7%
HIVE vs VT
+53.4%
-146.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.2% | +9.0% | +8.5% |
| 7D | -6.8% | -2.3% | -4.5% | +0.2% |
| 30D | -35.3% | -5.0% | -30.3% | -23.8% |
| 3M | -35.5% | -4.9% | -30.6% | -23.7% |
| 6M | -39.5% | -1.5% | -37.9% | -33.4% |
| YTD | -31.0% | +8.5% | -39.5% | -41.0% |
| 1Y | -62.7% | +11.4% | -74.1% | -70.3% |
| 3Y | -46.2% | +70.1% | -116.3% | -86.5% |
| All | -92.7% | +53.4% | -146.1% | -96.7% |
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