+236.7%
HURN vs VT
+215.5%
+21.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.3% | -5.2% |
| 7D | -14.2% | -2.3% | -11.9% | -13.0% |
| 30D | +6.5% | -5.0% | +11.5% | +10.1% |
| 3M | +11.1% | -4.9% | +16.0% | +14.7% |
| 6M | +38.9% | -1.5% | +40.4% | +37.5% |
| YTD | -3.5% | +8.5% | -12.0% | -12.7% |
| 1Y | +0.2% | +11.4% | -11.2% | -11.5% |
| 3Y | +61.9% | +70.1% | -8.2% | -1.3% |
| 5Y | +210.4% | +53.7% | +156.6% | +106.2% |
| All | +236.7% | +215.5% | +21.1% | +18.6% |
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