-77.3%
HRTX vs VT
+75.0%
-152.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.1% |
| 7D | +3.0% | +0.4% | +2.6% | +2.3% |
| 30D | -32.0% | +1.0% | -33.0% | -32.8% |
| 3M | -29.2% | +2.4% | -31.5% | -31.7% |
| 6M | -69.9% | +12.0% | -81.9% | -75.0% |
| YTD | -73.8% | +15.3% | -89.2% | -79.3% |
| 1Y | -74.2% | +22.6% | -96.8% | -81.5% |
| All | -77.3% | +75.0% | -152.3% | -92.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling