-87.6%
HOVR vs VT
+80.3%
-167.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.3% |
| 7D | 0.0% | +2.4% | -2.4% | -3.7% |
| 30D | -8.3% | -1.5% | -6.8% | -5.6% |
| 3M | -36.2% | -4.1% | -32.1% | -30.8% |
| 6M | -48.8% | +0.6% | -49.3% | -48.0% |
| YTD | -13.6% | +11.0% | -24.6% | -21.9% |
| 1Y | -37.4% | +13.3% | -50.8% | -44.4% |
| 3Y | -88.0% | +73.4% | -161.4% | -91.8% |
| All | -87.6% | +80.3% | -167.8% | -91.5% |
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 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