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Stock and ETF performance explorer

FHTX price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-89.5%
VT return
+108.7%
Excess return
-198.2%
Maximum drawdown
-92.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-6.9%-0.5%-6.4%-6.1%
7D-10.8%-0.1%-10.7%-10.2%
30D-5.0%-3.1%-1.9%+0.6%
3M-69.6%-3.5%-66.1%-67.8%
6M-57.2%+0.5%-57.7%-57.8%
YTD-64.8%+10.8%-75.6%-70.4%
1Y-57.0%+11.9%-68.9%-64.5%
3Y-41.2%+73.0%-114.2%-74.2%
5Y-86.3%+58.6%-144.9%-93.2%
All-89.5%+108.7%-198.2%-96.2%

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 10y: 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…

10y analysis · Full analysis span regression · 6 months rolling