-88.5%
HTCO vs VT
+69.7%
-158.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +30.6% | +0.2% | +30.4% | +30.5% |
| 7D | +32.6% | -2.3% | +34.9% | +33.8% |
| 30D | +18.2% | -5.0% | +23.2% | +20.5% |
| 3M | -47.8% | -4.9% | -42.9% | -46.8% |
| 6M | -73.4% | -1.5% | -71.9% | -73.1% |
| YTD | -79.3% | +8.5% | -87.7% | -78.9% |
| 1Y | -83.7% | +11.4% | -95.1% | -83.3% |
| 3Y | -88.5% | +70.1% | -158.6% | -80.9% |
| All | -88.5% | +69.7% | -158.3% | -80.9% |
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