+5.3%
HTT vs VT
+57.9%
-52.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -8.2% | -1.6% | -6.6% | -6.2% |
| 30D | -22.9% | -2.5% | -20.4% | -20.2% |
| 3M | -29.4% | -1.3% | -28.1% | -28.2% |
| 6M | -26.1% | +3.1% | -29.2% | -29.7% |
| YTD | -49.9% | +10.9% | -60.8% | -57.0% |
| 1Y | -63.7% | +12.1% | -75.8% | -69.3% |
| 3Y | +1.1% | +73.9% | -72.8% | -55.2% |
| All | +5.3% | +57.9% | -52.6% | -41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling