+2.2%
HOV vs VT
+75.0%
-72.8%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.4% | +0.4% | -5.8% | -6.1% |
| 30D | -11.0% | +1.0% | -12.0% | -12.3% |
| 3M | +9.8% | +2.4% | +7.5% | +5.2% |
| 6M | +4.7% | +12.0% | -7.3% | -14.6% |
| YTD | +25.9% | +15.3% | +10.5% | -3.1% |
| 1Y | -17.5% | +22.6% | -40.1% | -43.6% |
| All | +2.2% | +75.0% | -72.8% | -69.3% |
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