+138.3%
HVT price history and return analytics
+224.4%
-86.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.8% |
| 7D | -10.6% | -0.7% | -9.9% | -9.8% |
| 30D | -4.4% | -1.7% | -2.6% | -2.6% |
| 3M | -6.6% | -2.3% | -4.3% | -4.4% |
| 6M | +26.6% | +1.5% | +25.1% | +24.8% |
| YTD | +17.0% | +12.0% | +4.9% | +5.1% |
| 1Y | +22.7% | +12.9% | +9.8% | +9.5% |
| 3Y | +9.1% | +74.9% | -65.9% | -34.9% |
| 5Y | +4.4% | +59.9% | -55.5% | -32.5% |
| 10Y | +138.3% | +224.6% | -86.4% | -14.3% |
| All | +138.3% | +224.4% | -86.1% | -14.3% |
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