-93.0%
HUDI vs VT
+82.0%
-175.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -3.3% |
| 7D | -2.0% | +0.4% | -2.4% | -2.3% |
| 30D | -26.0% | -2.6% | -23.4% | -24.0% |
| 3M | -31.0% | -3.2% | -27.8% | -28.7% |
| 6M | -58.4% | +0.9% | -59.4% | -59.0% |
| YTD | -55.5% | +11.3% | -66.8% | -60.6% |
| 1Y | -58.8% | +14.0% | -72.8% | -64.4% |
| 3Y | -83.8% | +75.8% | -159.6% | -91.7% |
| 5Y | -98.1% | +57.8% | -155.9% | -99.0% |
| All | -93.0% | +82.0% | -175.0% | -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