+518.1%
HVT price history and return analytics
+345.0%
+173.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -4.1% | -7.1% | -7.6% |
| 7D | -11.4% | -4.2% | -7.2% | -7.8% |
| 30D | -6.6% | -5.8% | -0.8% | -1.6% |
| 3M | -8.6% | -5.2% | -3.3% | -4.1% |
| 6M | +32.2% | +0.1% | +32.1% | +32.1% |
| YTD | +16.3% | +8.2% | +8.1% | +8.6% |
| 1Y | +18.9% | +10.1% | +8.8% | +9.4% |
| 3Y | +6.9% | +69.7% | -62.8% | -31.8% |
| 5Y | +14.7% | +53.4% | -38.7% | -20.2% |
| 10Y | +159.9% | +219.2% | -59.4% | -1.8% |
| All | +518.1% | +345.0% | +173.1% | +74.3% |
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 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