-2.3%
HTO price history and return analytics
+53.2%
-55.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.0% | +1.1% |
| 7D | +6.9% | -4.2% | +11.1% | +8.2% |
| 30D | +7.6% | -5.8% | +13.4% | +9.4% |
| 3M | +2.0% | -5.2% | +7.3% | +3.5% |
| 6M | +9.6% | +0.1% | +9.5% | +9.2% |
| YTD | +30.8% | +8.2% | +22.6% | +26.8% |
| 1Y | +36.6% | +10.1% | +26.5% | +31.5% |
| 3Y | +4.8% | +69.7% | -64.8% | -16.5% |
| 5Y | -2.3% | +53.4% | -55.7% | -21.1% |
| All | -2.3% | +53.2% | -55.5% | -21.1% |
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 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