-37.3%
HTLD price history and return analytics
+53.2%
-90.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -2.0% |
| 7D | -2.2% | -4.2% | +2.0% | +1.3% |
| 30D | -10.4% | -5.8% | -4.6% | -5.9% |
| 3M | -19.0% | -5.2% | -13.7% | -15.3% |
| 6M | -20.3% | +0.1% | -20.4% | -20.5% |
| YTD | +13.0% | +8.2% | +4.7% | +5.9% |
| 1Y | +32.4% | +10.1% | +22.3% | +22.5% |
| 3Y | -16.0% | +69.7% | -85.7% | -44.0% |
| 5Y | -37.3% | +53.4% | -90.7% | -57.3% |
| All | -37.3% | +53.2% | -90.5% | -57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling