+209.7%
HR price history and return analytics
+355.4%
-145.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.6% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | +14.2% | -3.1% | +17.3% | +17.2% |
| 3M | +1.0% | -3.5% | +4.5% | +3.9% |
| 6M | -0.4% | +0.5% | -0.8% | -1.8% |
| YTD | +20.0% | +10.8% | +9.2% | +7.6% |
| 1Y | +12.6% | +11.9% | +0.7% | 0.0% |
| 3Y | +65.4% | +73.0% | -7.5% | -3.7% |
| 5Y | +6.7% | +58.6% | -51.9% | -33.6% |
| 10Y | +69.9% | +219.2% | -149.3% | -49.0% |
| All | +209.7% | +355.4% | -145.7% | -38.3% |
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