+407.1%
HTHT price history and return analytics
+221.8%
+185.3%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.2% |
| 7D | -1.3% | +2.4% | -3.6% | -4.0% |
| 30D | +14.0% | -1.5% | +15.5% | +15.4% |
| 3M | +26.8% | -4.1% | +30.9% | +32.0% |
| 6M | +9.5% | +0.6% | +8.9% | +6.8% |
| YTD | +12.0% | +11.0% | +1.0% | -3.0% |
| 1Y | +17.2% | +13.3% | +3.8% | -1.1% |
| 3Y | +65.1% | +73.4% | -8.3% | -16.8% |
| 5Y | +21.5% | +57.4% | -35.9% | -29.7% |
| All | +407.1% | +221.8% | +185.3% | +68.9% |
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