+26.3%
HRI price history and return analytics
+66.2%
-39.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +4.7% |
| 7D | +4.2% | +1.0% | +3.2% | +2.3% |
| 30D | -12.4% | -0.2% | -12.2% | -12.0% |
| 3M | +1.3% | +4.5% | -3.3% | -6.1% |
| 6M | +23.0% | +14.1% | +8.9% | -2.3% |
| YTD | 0.0% | +14.8% | -14.7% | -21.1% |
| 1Y | +8.0% | +21.2% | -13.2% | -22.5% |
| 3Y | +21.8% | +76.6% | -54.8% | -53.2% |
| 5Y | +26.3% | +66.6% | -40.3% | -41.7% |
| All | +26.3% | +66.2% | -39.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling