+134.7%
HURN vs VT
+221.4%
-86.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.5% |
| 7D | -6.2% | +1.0% | -7.2% | -6.9% |
| 30D | -2.9% | -0.2% | -2.7% | -2.7% |
| 3M | +34.6% | +4.5% | +30.1% | +28.6% |
| 6M | +1.9% | +14.1% | -12.1% | -10.4% |
| YTD | -14.6% | +14.8% | -29.4% | -25.5% |
| 1Y | +6.0% | +21.2% | -15.2% | -11.9% |
| 3Y | +48.7% | +76.6% | -27.8% | -11.4% |
| 5Y | +203.0% | +66.6% | +136.4% | +88.7% |
| 10Y | +134.7% | +222.3% | -87.6% | -25.2% |
| All | +134.7% | +221.4% | -86.7% | -25.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling