+7.0%
HOV price history and return analytics
+57.0%
-50.0%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.6% |
| 7D | -7.2% | +2.4% | -9.5% | -11.3% |
| 30D | -1.5% | -1.5% | 0.0% | +1.3% |
| 3M | -30.9% | -4.1% | -26.8% | -24.7% |
| 6M | -8.8% | +0.6% | -9.3% | -9.5% |
| YTD | -3.4% | +11.0% | -14.5% | -21.4% |
| 1Y | -21.5% | +13.3% | -34.8% | -38.6% |
| 3Y | +15.0% | +73.4% | -58.4% | -61.8% |
| All | +7.0% | +57.0% | -50.0% | -56.7% |
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 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