-86.3%
HOVR vs VT
+80.7%
-167.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.6% | +7.6% | +5.6% |
| 7D | +20.2% | +0.4% | +19.8% | +19.3% |
| 30D | -9.7% | -2.6% | -7.1% | -5.2% |
| 3M | -30.3% | -3.2% | -27.1% | -25.8% |
| 6M | -41.4% | +0.9% | -42.4% | -41.0% |
| YTD | -4.8% | +11.3% | -16.1% | -14.3% |
| 1Y | -31.4% | +14.0% | -45.4% | -39.6% |
| 3Y | -86.8% | +75.8% | -162.6% | -91.1% |
| All | -86.3% | +80.7% | -167.0% | -90.7% |
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