-85.5%
HTCO vs VT
+13.0%
-98.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | +2.6% | -13.5% | -15.4% |
| 7D | +18.2% | +0.4% | +17.8% | +17.0% |
| 30D | +20.9% | -2.6% | +23.5% | +28.1% |
| 3M | -51.3% | -3.2% | -48.0% | -47.9% |
| 6M | -73.3% | +0.9% | -74.2% | -73.7% |
| YTD | -81.5% | +11.3% | -92.8% | -83.6% |
| All | -85.5% | +13.0% | -98.5% | -87.3% |
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