-87.6%
HTCR price history and return analytics
+72.7%
-160.2%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.2% | +5.7% |
| 7D | -10.3% | -2.0% | -8.3% | -7.3% |
| 30D | -29.1% | -1.4% | -27.7% | -27.7% |
| 3M | -37.6% | +4.7% | -42.4% | -42.2% |
| 6M | -59.5% | +11.4% | -70.9% | -65.5% |
| YTD | -66.3% | +13.1% | -79.4% | -71.6% |
| 1Y | -88.0% | +19.0% | -107.1% | -90.5% |
| All | -87.6% | +72.7% | -160.2% | -92.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling