-93.1%
HUDI vs VT
+81.2%
-174.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | -6.8% | -0.1% | -6.7% | -6.6% |
| 30D | -26.7% | -3.1% | -23.6% | -24.4% |
| 3M | -46.6% | -3.5% | -43.1% | -44.7% |
| 6M | -58.8% | +0.5% | -59.3% | -59.2% |
| YTD | -55.9% | +10.8% | -66.7% | -60.8% |
| 1Y | -60.3% | +11.9% | -72.2% | -65.1% |
| 3Y | -84.2% | +73.0% | -157.2% | -91.7% |
| 5Y | -98.2% | +58.6% | -156.8% | -99.1% |
| All | -93.1% | +81.2% | -174.2% | -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