-98.3%
HTCR price history and return analytics
+64.8%
-163.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.8% |
| 7D | -7.3% | +2.4% | -9.6% | -9.7% |
| 30D | -14.6% | -1.5% | -13.1% | -14.4% |
| 3M | -43.1% | -4.1% | -39.0% | -41.1% |
| 6M | -51.6% | +0.6% | -52.1% | -52.3% |
| YTD | -77.0% | +11.0% | -88.1% | -79.7% |
| 1Y | -89.1% | +13.3% | -102.4% | -90.5% |
| 3Y | -82.7% | +73.4% | -156.1% | -89.4% |
| All | -98.3% | +64.8% | -163.0% | -98.7% |
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 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