-93.0%
HUDI vs VT
+81.6%
-174.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.3% | -5.9% | -6.0% |
| 7D | -1.2% | +2.4% | -3.5% | -3.4% |
| 30D | -24.7% | -1.5% | -23.2% | -23.4% |
| 3M | -47.1% | -4.1% | -43.0% | -44.8% |
| 6M | -55.6% | +0.6% | -56.2% | -56.0% |
| YTD | -55.6% | +11.0% | -66.7% | -60.7% |
| 1Y | -59.6% | +13.3% | -72.9% | -64.9% |
| 3Y | -84.2% | +73.4% | -157.6% | -91.7% |
| 5Y | -97.6% | +57.4% | -155.0% | -98.7% |
| All | -93.0% | +81.6% | -174.6% | -96.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling