+421.7%
HRI vs VT
+374.2%
+47.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -17.5% |
| 3M | +0.8% | +2.4% | -1.6% | -3.1% |
| 6M | +3.2% | +12.0% | -8.8% | -15.3% |
| YTD | -3.6% | +15.3% | -19.0% | -24.9% |
| 1Y | +11.4% | +22.6% | -11.2% | -21.9% |
| 3Y | +11.4% | +74.7% | -63.2% | -57.0% |
| 5Y | +18.3% | +66.1% | -47.9% | -47.9% |
| 10Y | +347.5% | +225.0% | +122.5% | -24.4% |
| All | +421.7% | +374.2% | +47.5% | -32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling