-82.1%
HUDI vs VT
+66.2%
-148.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | +0.8% | +0.4% | +0.3% | +0.3% |
| 30D | +18.4% | +1.0% | +17.4% | +17.3% |
| 3M | -15.7% | +2.4% | -18.1% | -17.7% |
| 6M | -45.3% | +12.0% | -57.3% | -51.2% |
| YTD | -29.2% | +15.3% | -44.5% | -39.3% |
| 1Y | -35.0% | +22.6% | -57.6% | -47.5% |
| 3Y | -80.3% | +74.7% | -154.9% | -89.5% |
| All | -82.1% | +66.2% | -148.3% | -91.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling