+202.2%
HR price history and return analytics
+374.2%
-172.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.7% | +0.4% | +0.2% | +0.2% |
| 30D | -5.1% | +1.0% | -6.0% | -6.0% |
| 3M | -1.1% | +2.4% | -3.5% | -3.8% |
| 6M | +4.2% | +12.0% | -7.8% | -6.8% |
| YTD | +17.1% | +15.3% | +1.8% | +1.7% |
| 1Y | +15.0% | +22.6% | -7.6% | -5.8% |
| 3Y | +33.1% | +74.7% | -41.6% | -22.8% |
| 5Y | +10.0% | +66.1% | -56.1% | -34.2% |
| 10Y | +29.8% | +225.0% | -195.2% | -61.4% |
| All | +202.2% | +374.2% | -172.0% | -41.7% |
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