-98.0%
HRTX vs VT
+217.6%
-315.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | +32.1% | -0.1% | +32.3% | +33.6% |
| 30D | -9.8% | -3.1% | -6.7% | -4.4% |
| 3M | +8.8% | -3.5% | +12.3% | +15.8% |
| 6M | -69.4% | +0.5% | -69.9% | -69.5% |
| YTD | -71.5% | +10.8% | -82.3% | -75.1% |
| 1Y | -66.7% | +11.9% | -78.6% | -71.2% |
| 3Y | -37.3% | +73.0% | -110.3% | -70.1% |
| 5Y | -96.8% | +58.6% | -155.4% | -98.2% |
| 10Y | -98.0% | +219.2% | -317.2% | -99.4% |
| All | -98.0% | +217.6% | -315.6% | -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