+46.5%
HRZN vs VT
+380.9%
-334.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.4% | -2.5% |
| 7D | -2.6% | -0.1% | -2.4% | -2.6% |
| 30D | -16.4% | -3.1% | -13.4% | -14.6% |
| 3M | -16.2% | -3.5% | -12.7% | -14.0% |
| 6M | -7.4% | +0.5% | -7.9% | -7.8% |
| YTD | -30.8% | +10.8% | -41.5% | -35.9% |
| 1Y | -30.5% | +11.9% | -42.4% | -36.2% |
| 3Y | -49.3% | +73.0% | -122.2% | -66.8% |
| 5Y | -57.3% | +58.6% | -115.9% | -70.3% |
| 10Y | +13.7% | +219.2% | -205.4% | -48.8% |
| All | +46.5% | +380.9% | -334.4% | -42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling