-89.8%
HUIZ vs VT
+66.2%
-156.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -12.0% | +0.4% | -12.4% | -12.4% |
| 30D | +25.6% | +1.0% | +24.7% | +24.5% |
| 3M | +2.0% | +2.4% | -0.4% | -0.5% |
| 6M | -22.6% | +12.0% | -34.6% | -32.7% |
| YTD | -47.7% | +15.3% | -63.0% | -56.3% |
| 1Y | -43.2% | +22.6% | -65.8% | -56.2% |
| 3Y | -75.1% | +74.7% | -149.8% | -88.0% |
| All | -89.8% | +66.2% | -156.0% | -94.3% |
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