-35.0%
HUDI vs VT
+23.3%
-58.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +0.7% | +0.4% | +0.3% | +0.6% |
| 30D | +18.3% | +1.0% | +17.3% | +18.1% |
| 3M | -15.8% | +2.4% | -18.2% | -16.2% |
| 6M | -45.3% | +12.0% | -57.3% | -47.0% |
| YTD | -29.2% | +15.3% | -44.6% | -35.9% |
| 1Y | -35.0% | +22.6% | -57.6% | -42.6% |
| All | -35.0% | +23.3% | -58.4% | -42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling