-14.4%
HRI vs VT
+53.4%
-67.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.0% |
| 7D | -8.3% | -2.3% | -6.0% | -4.8% |
| 30D | +22.1% | -5.0% | +27.1% | +33.6% |
| 3M | -9.2% | -4.9% | -4.3% | -0.6% |
| 6M | +12.8% | -1.5% | +14.4% | +16.5% |
| YTD | +3.9% | +8.5% | -4.6% | -9.4% |
| 1Y | +13.9% | +11.4% | +2.5% | -5.0% |
| 3Y | +38.8% | +70.1% | -31.3% | -43.0% |
| All | -14.4% | +53.4% | -67.8% | -55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling