-87.2%
HTCR vs VT
+22.0%
-109.2%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | 0.0% | -12.6% | -12.6% |
| 7D | -22.3% | +0.4% | -22.8% | -23.3% |
| 30D | -24.0% | +1.0% | -24.9% | -26.0% |
| 3M | -47.2% | +2.4% | -49.6% | -49.6% |
| 6M | -62.4% | +12.0% | -74.4% | -71.0% |
| YTD | -67.2% | +15.3% | -82.6% | -76.5% |
| All | -87.2% | +22.0% | -109.2% | -92.0% |
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