+269.2%
HTO price history and return analytics
+374.2%
-105.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.2% | +0.4% | +0.8% | +0.9% |
| 30D | +4.8% | +1.0% | +3.8% | +4.0% |
| 3M | +14.5% | +2.4% | +12.2% | +11.9% |
| 6M | +12.7% | +12.0% | +0.7% | +1.9% |
| YTD | +34.4% | +15.3% | +19.0% | +18.4% |
| 1Y | +33.0% | +22.6% | +10.4% | +11.2% |
| 3Y | +7.6% | +74.7% | -67.1% | -34.1% |
| 5Y | +4.9% | +66.1% | -61.2% | -34.7% |
| 10Y | +88.1% | +225.0% | -136.9% | -35.2% |
| All | +269.2% | +374.2% | -105.0% | -20.4% |
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