+350.6%
HTB price history and return analytics
+393.5%
-42.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.7% | +0.4% | +0.3% | +0.4% |
| 30D | -8.3% | +1.0% | -9.3% | -9.0% |
| 3M | +0.4% | +2.4% | -2.0% | -1.8% |
| 6M | +10.4% | +12.0% | -1.6% | +0.6% |
| YTD | +11.1% | +15.3% | -4.3% | -1.2% |
| 1Y | +15.3% | +22.6% | -7.3% | -2.3% |
| 3Y | +106.7% | +74.7% | +32.0% | +34.3% |
| 5Y | +82.2% | +66.1% | +16.1% | +21.7% |
| 10Y | +171.6% | +225.0% | -53.4% | +16.6% |
| All | +350.6% | +393.5% | -42.9% | +75.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling