+61.8%
HR price history and return analytics
+222.7%
-160.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | +1.7% | +2.9% | -1.2% | -0.3% |
| 30D | +12.7% | -2.5% | +15.2% | +14.4% |
| 3M | +1.0% | -3.3% | +4.3% | +3.1% |
| 6M | -2.4% | +1.5% | -4.0% | -4.2% |
| YTD | +18.8% | +11.4% | +7.5% | +8.8% |
| 1Y | +10.5% | +11.9% | -1.4% | +0.8% |
| 3Y | +63.8% | +73.9% | -10.1% | +6.0% |
| 5Y | +5.3% | +57.9% | -52.6% | -27.3% |
| All | +61.8% | +222.7% | -160.9% | -36.9% |
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