-85.7%
HTCR price history and return analytics
+23.3%
-109.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | 0.0% | -12.6% | -12.6% |
| 7D | -22.3% | +0.4% | -22.8% | -23.3% |
| 30D | -24.0% | +1.0% | -24.9% | -25.9% |
| 3M | -47.2% | +2.4% | -49.6% | -49.5% |
| 6M | -62.4% | +12.0% | -74.4% | -70.8% |
| YTD | -67.2% | +15.3% | -82.6% | -76.2% |
| 1Y | -85.7% | +22.6% | -108.2% | -89.8% |
| All | -85.7% | +23.3% | -109.0% | -89.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling