-86.0%
FHTX price history and return analytics
+58.5%
-144.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -0.8% |
| 7D | +7.6% | +2.9% | +4.7% | +2.8% |
| 30D | +10.8% | -2.5% | +13.3% | +16.5% |
| 3M | -69.1% | -3.3% | -65.8% | -67.3% |
| 6M | -51.7% | +1.5% | -53.2% | -53.2% |
| YTD | -62.0% | +11.4% | -73.4% | -68.6% |
| 1Y | -54.7% | +11.9% | -66.7% | -62.9% |
| 3Y | -36.5% | +73.9% | -110.4% | -73.5% |
| 5Y | -86.0% | +57.9% | -143.9% | -93.8% |
| All | -86.0% | +58.5% | -144.5% | -93.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling