-53.3%
FHTX vs VT
+10.5%
-63.7%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -2.2% |
| 7D | -10.1% | -2.3% | -7.8% | -6.7% |
| 30D | -10.5% | -5.0% | -5.6% | -3.4% |
| 3M | -66.4% | -4.9% | -61.5% | -64.0% |
| 6M | -60.0% | -1.5% | -58.5% | -59.9% |
| YTD | -65.4% | +8.5% | -73.9% | -69.9% |
| 1Y | -53.3% | +11.4% | -64.6% | -61.0% |
| All | -53.3% | +10.5% | -63.7% | -61.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling