-3.4%
HTT vs VT
+69.4%
-72.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | +1.7% |
| 7D | -4.9% | -4.2% | -0.8% | -0.5% |
| 30D | -23.5% | -5.8% | -17.7% | -18.3% |
| 3M | -32.4% | -5.2% | -27.2% | -28.4% |
| 6M | -27.6% | +0.1% | -27.7% | -28.2% |
| YTD | -51.3% | +8.2% | -59.5% | -55.9% |
| 1Y | -65.1% | +10.1% | -75.2% | -68.9% |
| All | -3.4% | +69.4% | -72.7% | -45.9% |
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