+454.6%
HRI vs VT
+345.0%
+109.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.1% | -1.4% | +1.9% |
| 7D | -13.9% | -4.2% | -9.7% | -7.3% |
| 30D | +11.2% | -5.8% | +17.0% | +23.9% |
| 3M | -10.8% | -5.2% | -5.6% | -1.6% |
| 6M | +15.7% | +0.1% | +15.6% | +15.9% |
| YTD | +2.5% | +8.2% | -5.8% | -10.4% |
| 1Y | +10.0% | +10.1% | -0.1% | -6.4% |
| 3Y | +27.8% | +69.7% | -41.8% | -48.2% |
| 5Y | -15.5% | +53.4% | -68.9% | -57.1% |
| 10Y | +438.2% | +219.2% | +219.0% | -5.5% |
| All | +454.6% | +345.0% | +109.6% | -18.9% |
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 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