+347.6%
HTHT price history and return analytics
+226.9%
+120.7%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.2% |
| 7D | -5.4% | -2.0% | -3.4% | -3.2% |
| 30D | +5.4% | -1.4% | +6.8% | +7.0% |
| 3M | -1.6% | +4.7% | -6.3% | -7.3% |
| 6M | -14.7% | +11.4% | -26.0% | -25.8% |
| YTD | -4.4% | +13.1% | -17.4% | -18.4% |
| 1Y | +21.4% | +19.0% | +2.3% | -2.8% |
| 3Y | +29.3% | +73.9% | -44.6% | -34.7% |
| 5Y | +0.2% | +65.4% | -65.2% | -44.7% |
| All | +347.6% | +226.9% | +120.7% | +23.1% |
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