-2.0%
HTO price history and return analytics
+58.5%
-60.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.4% |
| 7D | -2.0% | +2.9% | -4.9% | -2.8% |
| 30D | +4.9% | -2.5% | +7.4% | +5.6% |
| 3M | -2.0% | -3.3% | +1.4% | -1.1% |
| 6M | +7.9% | +1.5% | +6.4% | +7.1% |
| YTD | +28.2% | +11.4% | +16.8% | +23.1% |
| 1Y | +33.6% | +11.9% | +21.6% | +28.1% |
| 3Y | +8.1% | +73.9% | -65.8% | -14.6% |
| 5Y | -2.0% | +57.9% | -59.9% | -21.8% |
| All | -2.0% | +58.5% | -60.6% | -21.8% |
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