-14.4%
HTLD price history and return analytics
+75.0%
-89.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.7% |
| 7D | +2.1% | +0.4% | +1.7% | +1.7% |
| 30D | -0.9% | +1.0% | -1.9% | -1.7% |
| 3M | -20.9% | +2.4% | -23.3% | -22.7% |
| 6M | +10.9% | +12.0% | -1.1% | -0.5% |
| YTD | +38.2% | +15.3% | +22.9% | +21.0% |
| 1Y | +46.1% | +22.6% | +23.6% | +21.2% |
| All | -14.4% | +75.0% | -89.3% | -51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling