-60.8%
HRTX vs VT
+69.7%
-130.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.3% | +3.2% |
| 7D | +3.6% | -2.3% | +5.9% | +7.7% |
| 30D | -23.7% | -5.0% | -18.7% | -16.7% |
| 3M | -42.0% | -4.9% | -37.1% | -36.9% |
| 6M | -77.9% | -1.5% | -76.3% | -77.4% |
| YTD | -77.7% | +8.5% | -86.2% | -80.4% |
| 1Y | -73.6% | +11.4% | -85.0% | -77.7% |
| 3Y | -60.8% | +70.1% | -130.9% | -84.0% |
| All | -60.8% | +69.7% | -130.6% | -84.0% |
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