+74.7%
HTFL price history and return analytics
+17.3%
+57.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.5% |
| 7D | -11.3% | -2.3% | -8.9% | -7.7% |
| 30D | +6.2% | -5.0% | +11.1% | +15.1% |
| 3M | +92.7% | -4.9% | +97.6% | +108.5% |
| 6M | +73.0% | -1.5% | +74.5% | +76.7% |
| YTD | +79.8% | +8.5% | +71.3% | +59.8% |
| 1Y | +51.9% | +11.4% | +40.6% | +31.6% |
| All | +74.7% | +17.3% | +57.4% | +38.2% |
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