+167.9%
FTHF price history and return analytics
+82.3%
+85.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.5% |
| 7D | +5.8% | -0.1% | +5.9% | +6.0% |
| 30D | +14.3% | -0.7% | +14.9% | +15.3% |
| 3M | +10.5% | +4.0% | +6.5% | +5.8% |
| 6M | +34.7% | +12.3% | +22.4% | +18.9% |
| YTD | +56.2% | +14.0% | +42.2% | +36.4% |
| 1Y | +91.2% | +20.3% | +70.9% | +58.2% |
| All | +167.9% | +82.3% | +85.6% | +32.5% |
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