-44.3%
HRZN vs VT
+66.2%
-110.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.8% |
| 7D | +7.8% | +1.0% | +6.7% | +7.0% |
| 30D | +6.7% | -0.2% | +6.9% | +6.9% |
| 3M | +15.0% | +4.5% | +10.4% | +11.4% |
| 6M | +27.9% | +14.1% | +13.8% | +16.8% |
| YTD | -14.0% | +14.8% | -28.7% | -21.9% |
| 1Y | -14.0% | +21.2% | -35.2% | -24.8% |
| 3Y | -33.7% | +76.6% | -110.3% | -56.6% |
| 5Y | -44.3% | +66.6% | -110.9% | -62.1% |
| All | -44.3% | +66.2% | -110.5% | -62.1% |
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