+6.3%
HVT vs SPY
+72.1%
-65.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.9% |
| 7D | +1.0% | +2.6% | -1.6% | -1.2% |
| 30D | -7.8% | -2.0% | -5.8% | -6.0% |
| 3M | -11.0% | -2.8% | -8.2% | -8.6% |
| 6M | +27.0% | +2.1% | +24.9% | +24.8% |
| YTD | +13.3% | +11.5% | +1.8% | +3.2% |
| 1Y | +17.0% | +13.5% | +3.5% | +4.9% |
| 3Y | +1.9% | +77.7% | -75.8% | -38.3% |
| All | +6.3% | +72.1% | -65.8% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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