+373.9%
HRI price history and return analytics
+221.8%
+152.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.1% |
| 7D | +8.9% | +2.4% | +6.5% | +4.4% |
| 30D | +34.3% | -1.5% | +35.8% | +38.9% |
| 3M | -1.5% | -4.1% | +2.6% | +7.7% |
| 6M | +22.0% | +0.6% | +21.5% | +21.6% |
| YTD | +13.1% | +11.0% | +2.1% | -7.1% |
| 1Y | +27.0% | +13.3% | +13.6% | +0.3% |
| 3Y | +47.4% | +73.4% | -26.0% | -48.6% |
| 5Y | -7.7% | +57.4% | -65.1% | -58.9% |
| All | +373.9% | +221.8% | +152.2% | -35.9% |
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