-31.7%
HOV vs VT
+346.0%
-377.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.6% |
| 7D | +2.1% | -2.3% | +4.4% | +6.8% |
| 30D | -8.8% | -5.0% | -3.9% | +0.3% |
| 3M | -24.6% | -4.9% | -19.8% | -16.9% |
| 6M | -7.3% | -1.5% | -5.8% | -4.3% |
| YTD | +4.0% | +8.5% | -4.5% | -10.3% |
| 1Y | -15.6% | +11.4% | -27.0% | -30.6% |
| 3Y | +27.3% | +70.1% | -42.8% | -51.1% |
| 5Y | +13.9% | +53.7% | -39.9% | -42.4% |
| 10Y | +155.2% | +220.0% | -64.7% | -58.5% |
| All | -31.7% | +346.0% | -377.7% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling