-37.8%
FHTX price history and return analytics
+75.0%
-112.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.1% |
| 7D | -18.0% | +0.4% | -18.4% | -19.0% |
| 30D | +0.8% | +1.0% | -0.2% | -1.5% |
| 3M | +31.6% | +2.4% | +29.2% | +24.1% |
| 6M | -13.2% | +12.0% | -25.2% | -32.3% |
| YTD | -8.9% | +15.3% | -24.2% | -33.1% |
| 1Y | -8.7% | +22.6% | -31.3% | -41.0% |
| All | -37.8% | +75.0% | -112.8% | -83.9% |
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 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