+319.7%
HTH price history and return analytics
+346.0%
-26.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.7% |
| 7D | -1.4% | -2.3% | +1.0% | +0.4% |
| 30D | +0.1% | -5.0% | +5.0% | +4.0% |
| 3M | -6.4% | -4.9% | -1.5% | -2.8% |
| 6M | -2.9% | -1.5% | -1.3% | -2.3% |
| YTD | +9.6% | +8.5% | +1.2% | +1.8% |
| 1Y | +14.1% | +11.4% | +2.7% | +3.7% |
| 3Y | +32.5% | +70.1% | -37.6% | -14.3% |
| 5Y | +6.8% | +53.7% | -47.0% | -24.9% |
| 10Y | +79.3% | +220.0% | -140.7% | -23.4% |
| All | +319.7% | +346.0% | -26.4% | +55.2% |
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 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