+76.5%
HTEC price history and return analytics
+148.0%
-71.4%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -0.8% | +0.4% | -1.3% | -1.3% |
| 30D | +6.3% | +1.0% | +5.3% | +5.2% |
| 3M | +18.9% | +2.4% | +16.5% | +15.6% |
| 6M | +20.5% | +12.0% | +8.5% | +6.4% |
| YTD | +19.9% | +15.3% | +4.6% | +2.5% |
| 1Y | +39.7% | +22.6% | +17.2% | +11.9% |
| 3Y | +50.0% | +74.7% | -24.7% | -17.4% |
| 5Y | -14.4% | +66.1% | -80.5% | -50.1% |
| All | +76.5% | +148.0% | -71.4% | -30.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling