+1,133.3%
HTGC vs VT
+374.2%
+759.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.9% | +0.4% | +0.4% | +0.4% |
| 30D | +8.6% | +1.0% | +7.6% | +7.6% |
| 3M | +16.4% | +2.4% | +14.0% | +13.5% |
| 6M | +24.6% | +12.0% | +12.6% | +11.5% |
| YTD | +2.4% | +15.3% | -12.9% | -10.8% |
| 1Y | +2.2% | +22.6% | -20.4% | -16.1% |
| 3Y | +47.8% | +74.7% | -26.8% | -13.4% |
| 5Y | +83.0% | +66.1% | +16.9% | +11.6% |
| 10Y | +268.1% | +225.0% | +43.1% | +17.2% |
| All | +1,133.3% | +374.2% | +759.1% | +192.0% |
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 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