+176.0%
HOV price history and return analytics
+229.8%
-53.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +0.5% |
| 7D | -5.6% | -1.1% | -4.5% | -3.4% |
| 30D | -14.4% | -1.0% | -13.4% | -12.3% |
| 3M | -4.1% | +3.2% | -7.2% | -10.0% |
| 6M | +8.2% | +12.5% | -4.3% | -14.3% |
| YTD | +18.8% | +14.1% | +4.8% | -8.8% |
| 1Y | -25.6% | +18.9% | -44.5% | -47.6% |
| 3Y | -5.8% | +74.1% | -79.9% | -68.5% |
| 5Y | +12.3% | +66.9% | -54.6% | -55.9% |
| All | +176.0% | +229.8% | -53.8% | -61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling