+1,654.4%
HTHT price history and return analytics
+406.7%
+1,247.8%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.8% |
| 7D | -0.5% | +2.9% | -3.4% | -3.4% |
| 30D | +13.1% | -2.5% | +15.6% | +15.5% |
| 3M | +23.4% | -3.3% | +26.8% | +26.9% |
| 6M | +4.9% | +1.5% | +3.4% | +1.7% |
| YTD | +11.1% | +11.4% | -0.3% | -2.3% |
| 1Y | +15.0% | +11.9% | +3.1% | +0.5% |
| 3Y | +66.3% | +73.9% | -7.6% | -7.7% |
| 5Y | +20.5% | +57.9% | -37.4% | -24.2% |
| 10Y | +416.3% | +222.6% | +193.7% | +76.2% |
| All | +1,654.4% | +406.7% | +1,247.8% | +352.4% |
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