-97.1%
HRTX vs VT
+66.2%
-163.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.1% |
| 7D | +3.0% | +0.4% | +2.6% | +2.2% |
| 30D | -32.0% | +1.0% | -33.0% | -32.9% |
| 3M | -29.2% | +2.4% | -31.5% | -32.2% |
| 6M | -69.9% | +12.0% | -81.9% | -75.5% |
| YTD | -73.8% | +15.3% | -89.2% | -79.9% |
| 1Y | -74.2% | +22.6% | -96.8% | -82.3% |
| 3Y | -78.3% | +74.7% | -153.0% | -92.4% |
| All | -97.1% | +66.2% | -163.2% | -98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling