+87.8%
HERO price history and return analytics
+135.5%
-47.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.2% |
| 7D | -1.4% | -2.0% | +0.6% | +0.4% |
| 30D | -2.9% | -1.4% | -1.5% | -1.7% |
| 3M | +9.2% | +4.7% | +4.5% | +4.5% |
| 6M | -0.4% | +11.4% | -11.8% | -10.1% |
| YTD | -10.0% | +13.1% | -23.1% | -19.8% |
| 1Y | -18.8% | +19.0% | -37.8% | -30.8% |
| 3Y | +42.6% | +73.9% | -31.4% | -13.6% |
| 5Y | -7.8% | +65.4% | -73.1% | -41.7% |
| All | +87.8% | +135.5% | -47.8% | -6.4% |
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