+152.1%
HOV vs VT
+215.5%
-63.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.7% |
| 7D | +2.1% | -2.3% | +4.4% | +7.1% |
| 30D | -8.8% | -5.0% | -3.9% | +1.1% |
| 3M | -24.6% | -4.9% | -19.8% | -16.3% |
| 6M | -7.3% | -1.5% | -5.8% | -4.2% |
| YTD | +4.0% | +8.5% | -4.5% | -11.8% |
| 1Y | -15.6% | +11.4% | -27.0% | -32.1% |
| 3Y | +27.3% | +70.1% | -42.8% | -56.1% |
| 5Y | +13.9% | +53.7% | -39.9% | -47.6% |
| All | +152.1% | +215.5% | -63.5% | -66.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling