+50.0%
HTT price history and return analytics
+66.2%
-16.2%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.8% | +0.4% | -1.2% | -1.3% |
| 30D | +2.0% | +1.0% | +1.0% | +0.7% |
| 3M | -12.4% | +2.4% | -14.8% | -15.8% |
| 6M | -7.8% | +12.0% | -19.8% | -21.5% |
| YTD | -26.5% | +15.3% | -41.8% | -40.2% |
| 1Y | -41.9% | +22.6% | -64.5% | -56.5% |
| 3Y | +7.9% | +74.7% | -66.8% | -52.7% |
| All | +50.0% | +66.2% | -16.2% | -20.6% |
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