-94.2%
HDRN vs VT
+41.6%
-135.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.1% |
| 7D | -14.8% | +2.4% | -17.2% | -15.1% |
| 30D | -22.8% | -1.5% | -21.3% | -22.7% |
| 3M | -69.1% | -4.1% | -65.0% | -69.0% |
| 6M | -89.8% | +0.6% | -90.3% | -89.7% |
| YTD | -94.5% | +11.0% | -105.6% | -94.5% |
| 1Y | -94.5% | +13.3% | -107.9% | -94.5% |
| All | -94.2% | +41.6% | -135.8% | -94.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling