-36.6%
HOV price history and return analytics
+356.5%
-393.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.7% |
| 7D | -7.2% | +2.4% | -9.5% | -11.1% |
| 30D | -1.5% | -1.5% | 0.0% | +1.2% |
| 3M | -30.9% | -4.1% | -26.8% | -25.0% |
| 6M | -8.8% | +0.6% | -9.3% | -9.4% |
| YTD | -3.4% | +11.0% | -14.5% | -20.3% |
| 1Y | -21.5% | +13.3% | -34.8% | -37.5% |
| 3Y | +15.0% | +73.4% | -58.4% | -57.4% |
| 5Y | +6.5% | +57.4% | -50.9% | -48.5% |
| 10Y | +117.8% | +221.7% | -103.9% | -65.0% |
| All | -36.6% | +356.5% | -393.1% | -89.1% |
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