-81.2%
HDRN vs VT
+46.3%
-127.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +3.9% |
| 7D | -6.5% | +1.0% | -7.5% | -6.6% |
| 30D | +8.1% | -0.2% | +8.4% | +8.2% |
| 3M | -35.4% | +4.5% | -40.0% | -35.4% |
| 6M | -82.5% | +14.1% | -96.5% | -82.4% |
| YTD | -82.4% | +14.8% | -97.1% | -82.3% |
| 1Y | -82.1% | +21.2% | -103.3% | -82.1% |
| All | -81.2% | +46.3% | -127.5% | -81.2% |
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