+362.0%
HRI price history and return analytics
+222.7%
+139.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | +0.2% |
| 7D | +5.1% | -0.1% | +5.2% | +5.3% |
| 30D | -14.3% | -0.7% | -13.6% | -13.1% |
| 3M | -2.9% | +4.0% | -6.9% | -9.9% |
| 6M | +20.7% | +12.3% | +8.4% | -3.7% |
| YTD | -1.0% | +14.0% | -15.0% | -23.1% |
| 1Y | +10.5% | +20.3% | -9.8% | -22.7% |
| 3Y | +20.5% | +75.4% | -54.9% | -58.8% |
| 5Y | +23.9% | +66.0% | -42.0% | -50.5% |
| 10Y | +362.0% | +228.2% | +133.8% | -35.2% |
| All | +362.0% | +222.7% | +139.3% | -35.2% |
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