+203.5%
HR price history and return analytics
+346.0%
-142.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | +3.8% | -2.3% | +6.2% | +6.0% |
| 30D | +13.7% | -5.0% | +18.7% | +18.8% |
| 3M | -3.8% | -4.9% | +1.1% | +0.3% |
| 6M | -2.8% | -1.5% | -1.3% | -2.4% |
| YTD | +17.6% | +8.5% | +9.1% | +7.5% |
| 1Y | +12.8% | +11.4% | +1.4% | +0.6% |
| 3Y | +55.4% | +70.1% | -14.7% | -8.2% |
| 5Y | +3.3% | +53.7% | -50.4% | -33.8% |
| 10Y | +53.7% | +220.0% | -166.3% | -54.1% |
| All | +203.5% | +346.0% | -142.5% | -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