-38.7%
FHTX vs VT
+73.6%
-112.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | -0.1% |
| 7D | +3.9% | -1.6% | +5.5% | +7.2% |
| 30D | +5.4% | -2.5% | +7.9% | +10.7% |
| 3M | -53.8% | -1.3% | -52.5% | -53.1% |
| 6M | -55.3% | +3.1% | -58.3% | -58.8% |
| YTD | -60.6% | +10.9% | -71.5% | -68.7% |
| 1Y | -49.4% | +12.1% | -61.5% | -60.5% |
| All | -38.7% | +73.6% | -112.3% | -83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling