-89.0%
HTCO vs VT
+74.0%
-163.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | +0.6% | +2.4% | -1.8% | -0.3% |
| 30D | +76.0% | -1.5% | +77.5% | +77.1% |
| 3M | -42.3% | -4.1% | -38.2% | -41.5% |
| 6M | -75.7% | +0.6% | -76.3% | -75.6% |
| YTD | -79.1% | +11.0% | -90.2% | -78.9% |
| 1Y | -83.9% | +13.3% | -97.3% | -83.7% |
| 3Y | -89.0% | +73.4% | -162.4% | -81.1% |
| All | -89.0% | +74.0% | -163.0% | -81.1% |
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