+132.8%
HVT price history and return analytics
+217.6%
-84.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.4% |
| 7D | -11.1% | -0.1% | -11.0% | -10.7% |
| 30D | -4.0% | -3.1% | -1.0% | -1.0% |
| 3M | -8.5% | -3.5% | -5.0% | -5.3% |
| 6M | +21.0% | +0.5% | +20.5% | +20.4% |
| YTD | +16.7% | +10.8% | +5.9% | +6.0% |
| 1Y | +23.3% | +11.9% | +11.4% | +10.9% |
| 3Y | +8.8% | +73.0% | -64.2% | -34.4% |
| 5Y | +6.3% | +58.6% | -52.3% | -30.7% |
| 10Y | +132.8% | +219.2% | -86.3% | -18.0% |
| All | +132.8% | +217.6% | -84.8% | -18.0% |
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