-61.6%
HTCO vs VT
+21.4%
-82.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.9% |
| 7D | -3.8% | +1.0% | -4.8% | -5.0% |
| 30D | -20.9% | -0.2% | -20.7% | -20.6% |
| 3M | -24.3% | +4.5% | -28.8% | -28.4% |
| 6M | -69.4% | +14.1% | -83.5% | -72.7% |
| YTD | -70.0% | +14.8% | -84.8% | -72.1% |
| 1Y | -61.6% | +21.2% | -82.7% | -67.0% |
| All | -61.6% | +21.4% | -82.9% | -67.0% |
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