+21.7%
HRI vs VT
+11.9%
+9.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -3.2% |
| 7D | +11.1% | +2.9% | +8.3% | +6.2% |
| 30D | +29.4% | -2.5% | +31.9% | +35.6% |
| 3M | -0.7% | -3.3% | +2.6% | +5.8% |
| 6M | +20.8% | +1.5% | +19.3% | +18.8% |
| YTD | +13.9% | +11.4% | +2.5% | -6.2% |
| 1Y | +21.7% | +11.9% | +9.8% | -0.4% |
| All | +21.7% | +11.9% | +9.9% | -0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling