-89.5%
FHTX price history and return analytics
+108.7%
-198.2%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 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