-97.9%
HRTX vs VT
+223.7%
-321.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.6% | +2.6% | +25.0% | +23.8% |
| 7D | +23.3% | +0.4% | +23.0% | +23.8% |
| 30D | -9.8% | -2.6% | -7.2% | -5.1% |
| 3M | -24.5% | -3.2% | -21.3% | -19.9% |
| 6M | -69.4% | +0.9% | -70.4% | -69.7% |
| YTD | -71.5% | +11.3% | -82.8% | -75.2% |
| 1Y | -66.4% | +14.0% | -80.4% | -71.7% |
| 3Y | -38.3% | +75.8% | -114.2% | -71.3% |
| 5Y | -97.0% | +57.8% | -154.9% | -98.3% |
| 10Y | -97.9% | +219.8% | -317.7% | -99.4% |
| All | -97.9% | +223.7% | -321.6% | -99.4% |
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 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