-93.9%
HTT vs VT
+159.2%
-253.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -8.2% | -1.6% | -6.6% | -6.3% |
| 30D | -22.9% | -2.5% | -20.4% | -20.3% |
| 3M | -29.4% | -1.3% | -28.1% | -28.2% |
| 6M | -26.1% | +3.1% | -29.2% | -29.6% |
| YTD | -49.9% | +10.9% | -60.8% | -56.7% |
| 1Y | -63.7% | +12.1% | -75.8% | -69.1% |
| 3Y | +1.1% | +73.9% | -72.8% | -52.7% |
| 5Y | +0.6% | +58.0% | -57.4% | -44.3% |
| All | -93.9% | +159.2% | -253.1% | -98.3% |
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