-98.1%
HRTX vs VT
+224.4%
-322.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -4.4% |
| 7D | +20.0% | -0.7% | +20.7% | +22.1% |
| 30D | -14.3% | -1.7% | -12.5% | -11.0% |
| 3M | +12.5% | -2.3% | +14.8% | +17.5% |
| 6M | -62.5% | +1.5% | -64.0% | -63.2% |
| YTD | -72.3% | +12.0% | -84.4% | -76.2% |
| 1Y | -69.0% | +12.9% | -81.8% | -73.5% |
| 3Y | -39.0% | +74.9% | -113.9% | -71.4% |
| 5Y | -96.8% | +59.9% | -156.7% | -98.2% |
| 10Y | -98.1% | +224.6% | -322.7% | -99.5% |
| All | -98.1% | +224.4% | -322.5% | -99.5% |
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