-93.0%
HDRN vs VT
+41.9%
-134.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +3.0% |
| 7D | +5.8% | +0.4% | +5.4% | +5.8% |
| 30D | -34.8% | -2.6% | -32.2% | -34.6% |
| 3M | -59.4% | -3.2% | -56.2% | -59.3% |
| 6M | -88.0% | +0.9% | -88.9% | -87.9% |
| YTD | -93.4% | +11.3% | -104.7% | -93.3% |
| 1Y | -93.4% | +14.0% | -107.4% | -93.4% |
| All | -93.0% | +41.9% | -134.9% | -92.9% |
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