+343.9%
HRI vs VT
+224.5%
+119.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.5% |
| 7D | -6.0% | +0.4% | -6.4% | -6.7% |
| 30D | -16.1% | +1.0% | -17.1% | -17.6% |
| 3M | +0.8% | +2.4% | -1.6% | -3.5% |
| 6M | +3.2% | +12.0% | -8.8% | -17.0% |
| YTD | -3.6% | +15.3% | -19.0% | -26.8% |
| 1Y | +11.4% | +22.6% | -11.2% | -24.8% |
| 3Y | +11.4% | +74.7% | -63.2% | -61.5% |
| 5Y | +18.3% | +66.1% | -47.9% | -52.7% |
| All | +343.9% | +224.5% | +119.5% | -38.0% |
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