+73.2%
HTFL price history and return analytics
+17.1%
+56.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.1% | -4.1% | -1.9% |
| 7D | -14.2% | -4.2% | -10.0% | -8.2% |
| 30D | +2.5% | -5.8% | +8.3% | +12.6% |
| 3M | +91.2% | -5.2% | +96.4% | +108.1% |
| 6M | +73.4% | +0.1% | +73.3% | +71.9% |
| YTD | +78.2% | +8.2% | +70.0% | +59.0% |
| 1Y | +49.7% | +10.1% | +39.5% | +30.9% |
| All | +73.2% | +17.1% | +56.2% | +37.5% |
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