+63.1%
HTFL price history and return analytics
+24.8%
+38.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +2.4% | +0.4% | +1.9% | +1.7% |
| 30D | +80.0% | +1.0% | +79.0% | +77.1% |
| 3M | +69.8% | +2.4% | +67.4% | +63.2% |
| 6M | +104.4% | +12.0% | +92.4% | +71.4% |
| YTD | +67.8% | +15.3% | +52.4% | +35.3% |
| 1Y | +43.5% | +22.6% | +20.9% | +7.5% |
| All | +63.1% | +24.8% | +38.3% | +17.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling