+41.2%
HNVR price history and return analytics
+95.4%
-54.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | 0.0% | -0.1% | +0.2% | +0.1% |
| 30D | +0.8% | -0.7% | +1.4% | +1.0% |
| 3M | +13.4% | +4.0% | +9.4% | +11.8% |
| 6M | +30.9% | +12.3% | +18.6% | +25.7% |
| YTD | +19.4% | +14.0% | +5.4% | +14.2% |
| 1Y | +22.9% | +20.3% | +2.6% | +15.6% |
| 3Y | +62.1% | +75.4% | -13.3% | +43.5% |
| All | +41.2% | +95.4% | -54.1% | +23.8% |
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