+19.3%
HRZN price history and return analytics
+229.8%
-210.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.2% |
| 7D | +1.2% | -1.1% | +2.3% | +2.3% |
| 30D | +0.4% | -1.0% | +1.4% | +1.3% |
| 3M | +13.6% | +3.2% | +10.5% | +10.3% |
| 6M | +27.7% | +12.5% | +15.2% | +14.5% |
| YTD | -13.2% | +14.1% | -27.3% | -23.4% |
| 1Y | -13.9% | +18.9% | -32.8% | -26.9% |
| 3Y | -34.2% | +74.1% | -108.3% | -62.2% |
| 5Y | -42.7% | +66.9% | -109.6% | -65.8% |
| All | +19.3% | +229.8% | -210.5% | -66.2% |
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