+15.3%
HRZN vs VT
+222.7%
-207.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | +2.7% | -0.7% | +3.4% | +3.4% |
| 3M | +17.8% | +4.0% | +13.8% | +13.5% |
| 6M | +26.6% | +12.3% | +14.3% | +13.8% |
| YTD | -15.2% | +14.0% | -29.2% | -25.0% |
| 1Y | -14.2% | +20.3% | -34.5% | -27.9% |
| 3Y | -34.7% | +75.4% | -110.1% | -62.7% |
| 5Y | -44.9% | +66.0% | -110.8% | -66.9% |
| 10Y | +15.3% | +228.2% | -212.9% | -67.0% |
| All | +15.3% | +222.7% | -207.4% | -67.0% |
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 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