-3.4%
HTT price history and return analytics
+69.7%
-73.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.3% |
| 7D | -3.9% | -2.3% | -1.6% | -1.5% |
| 30D | -23.5% | -5.0% | -18.5% | -19.1% |
| 3M | -30.2% | -4.9% | -25.4% | -26.4% |
| 6M | -28.2% | -1.5% | -26.7% | -27.4% |
| YTD | -51.3% | +8.5% | -59.8% | -56.0% |
| 1Y | -63.7% | +11.4% | -75.0% | -68.1% |
| 3Y | -3.4% | +70.1% | -73.4% | -46.1% |
| All | -3.4% | +69.7% | -73.1% | -46.1% |
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 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