-42.8%
FHTX price history and return analytics
+74.0%
-116.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.6% |
| 7D | +10.7% | +2.4% | +8.3% | +6.2% |
| 30D | +11.9% | -1.5% | +13.4% | +16.0% |
| 3M | -68.1% | -4.1% | -64.0% | -65.4% |
| 6M | -50.4% | +0.6% | -50.9% | -51.5% |
| YTD | -61.7% | +11.0% | -72.7% | -69.5% |
| 1Y | -52.5% | +13.3% | -65.9% | -63.9% |
| 3Y | -42.8% | +73.4% | -116.2% | -87.0% |
| All | -42.8% | +74.0% | -116.8% | -87.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling