+246.7%
HTGC price history and return analytics
+217.6%
+29.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.8% |
| 7D | +1.1% | -0.1% | +1.3% | +1.1% |
| 30D | +0.5% | -3.1% | +3.6% | +3.1% |
| 3M | -0.6% | -3.5% | +2.9% | +2.3% |
| 6M | +8.9% | +0.5% | +8.4% | +7.9% |
| YTD | -3.6% | +10.8% | -14.3% | -12.5% |
| 1Y | +4.4% | +11.9% | -7.5% | -6.2% |
| 3Y | +42.1% | +73.0% | -30.8% | -14.0% |
| 5Y | +64.1% | +58.6% | +5.5% | +6.7% |
| 10Y | +246.7% | +219.2% | +27.6% | +36.8% |
| All | +246.7% | +217.6% | +29.1% | +36.8% |
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