-81.2%
HIVE vs VT
+66.2%
-147.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +11.9% | +0.4% | +11.4% | +10.8% |
| 30D | +9.5% | +1.0% | +8.5% | +7.0% |
| 3M | -28.8% | +2.4% | -31.2% | -31.8% |
| 6M | +35.2% | +12.0% | +23.2% | +2.2% |
| YTD | +20.5% | +15.3% | +5.2% | -15.5% |
| 1Y | +14.8% | +22.6% | -7.8% | -31.9% |
| 3Y | -10.4% | +74.7% | -85.0% | -79.7% |
| All | -81.2% | +66.2% | -147.4% | -92.7% |
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