+19.8%
HNRG vs VT
+221.8%
-201.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.1% |
| 7D | +5.8% | +2.4% | +3.5% | +3.2% |
| 30D | -13.9% | -1.5% | -12.4% | -12.4% |
| 3M | -31.0% | -4.1% | -26.9% | -27.3% |
| 6M | -45.0% | +0.6% | -45.5% | -44.6% |
| YTD | -43.9% | +11.0% | -54.9% | -49.8% |
| 1Y | -49.0% | +13.3% | -62.3% | -55.4% |
| 3Y | -12.2% | +73.4% | -85.6% | -50.7% |
| 5Y | +304.9% | +57.4% | +247.5% | +151.4% |
| All | +19.8% | +221.8% | -201.9% | -54.0% |
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