+157.2%
HNRG vs VT
+226.9%
-69.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -4.6% |
| 7D | -3.2% | -2.0% | -1.2% | -0.9% |
| 30D | -0.3% | -1.4% | +1.2% | +1.5% |
| 3M | -1.3% | +4.7% | -6.1% | -6.0% |
| 6M | -18.3% | +11.4% | -29.6% | -27.2% |
| YTD | -18.1% | +13.1% | -31.1% | -28.4% |
| 1Y | -12.1% | +19.0% | -31.1% | -27.3% |
| 3Y | +38.2% | +73.9% | -35.8% | -22.8% |
| 5Y | +511.8% | +65.4% | +446.4% | +259.3% |
| All | +157.2% | +226.9% | -69.7% | -6.3% |
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 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