-88.5%
FHTX price history and return analytics
+111.1%
-199.5%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.1% | +8.9% | +8.1% |
| 7D | -0.5% | -0.7% | +0.2% | +1.4% |
| 30D | +7.2% | -1.7% | +8.9% | +11.0% |
| 3M | -68.3% | -2.3% | -66.0% | -67.1% |
| 6M | -51.7% | +1.5% | -53.3% | -53.2% |
| YTD | -61.3% | +12.0% | -73.3% | -68.1% |
| 1Y | -52.9% | +12.9% | -65.8% | -61.6% |
| 3Y | -35.3% | +74.9% | -110.2% | -72.2% |
| 5Y | -84.9% | +59.9% | -144.8% | -92.7% |
| All | -88.5% | +111.1% | -199.5% | -95.9% |
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 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