+27.9%
HNVR vs VT
+74.1%
-46.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -1.8% |
| 7D | -7.2% | +0.4% | -7.6% | -7.3% |
| 30D | -11.2% | -2.6% | -8.6% | -10.0% |
| 3M | -19.3% | -3.2% | -16.1% | -18.0% |
| 6M | -5.8% | +0.9% | -6.8% | -6.6% |
| YTD | -4.8% | +11.3% | -16.1% | -10.9% |
| 1Y | +0.5% | +14.0% | -13.5% | -7.4% |
| 3Y | +27.9% | +75.8% | -48.0% | +2.5% |
| All | +27.9% | +74.1% | -46.2% | +2.5% |
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