+265.9%
HTUS price history and return analytics
+223.0%
+42.9%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | 0.0% | +0.4% | -0.4% | -0.3% |
| 30D | -0.2% | +1.0% | -1.2% | -0.9% |
| 3M | +3.5% | +2.4% | +1.1% | +1.7% |
| 6M | +15.2% | +12.0% | +3.2% | +6.1% |
| YTD | +15.5% | +15.3% | +0.1% | +4.2% |
| 1Y | +23.7% | +22.6% | +1.1% | +6.9% |
| 3Y | +81.1% | +74.7% | +6.4% | +23.6% |
| 5Y | +105.0% | +66.1% | +38.9% | +43.1% |
| 10Y | +250.3% | +225.0% | +25.3% | +83.3% |
| All | +265.9% | +223.0% | +42.9% | +95.4% |
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