-99.0%
HTCO vs VT
+70.1%
-169.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | +0.8% | +0.4% | +0.3% | +0.8% |
| 30D | -24.9% | +1.0% | -25.8% | -24.9% |
| 3M | -13.5% | +2.4% | -15.8% | -13.7% |
| 6M | -69.7% | +12.0% | -81.7% | -69.7% |
| YTD | -69.5% | +15.3% | -84.9% | -69.4% |
| 1Y | -66.4% | +22.6% | -89.0% | -65.9% |
| 3Y | -82.8% | +74.7% | -157.5% | -81.5% |
| All | -99.0% | +70.1% | -169.1% | -98.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling