+13.2%
HNVR vs VT
+85.9%
-72.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -6.4% | -2.3% | -4.1% | -5.7% |
| 30D | -13.3% | -5.0% | -8.3% | -11.9% |
| 3M | -19.4% | -4.9% | -14.5% | -18.1% |
| 6M | -5.5% | -1.5% | -4.0% | -5.2% |
| YTD | -4.3% | +8.5% | -12.8% | -7.0% |
| 1Y | +0.7% | +11.4% | -10.6% | -2.9% |
| 3Y | +29.3% | +70.1% | -40.8% | +16.1% |
| All | +13.2% | +85.9% | -72.7% | +0.8% |
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