+61.9%
HTB price history and return analytics
+53.2%
+8.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +1.0% |
| 7D | -0.7% | -4.2% | +3.5% | +2.2% |
| 30D | +1.1% | -5.8% | +6.9% | +5.2% |
| 3M | -8.9% | -5.2% | -3.6% | -5.6% |
| 6M | +3.2% | +0.1% | +3.1% | +2.5% |
| YTD | +10.4% | +8.2% | +2.2% | +3.3% |
| 1Y | +18.6% | +10.1% | +8.5% | +9.5% |
| 3Y | +122.6% | +69.7% | +52.9% | +53.9% |
| 5Y | +61.9% | +53.4% | +8.5% | +14.6% |
| All | +61.9% | +53.2% | +8.7% | +14.6% |
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