-76.8%
HUIZ vs VT
+60.6%
-137.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +0.4% |
| 7D | +10.0% | -0.3% | +10.3% | +10.3% |
| 30D | +76.3% | -1.4% | +77.8% | +78.6% |
| 3M | +97.4% | -1.4% | +98.8% | +99.6% |
| 6M | +41.7% | +5.5% | +36.3% | +32.6% |
| YTD | -17.8% | +12.8% | -30.6% | -29.9% |
| 1Y | -39.5% | +15.4% | -55.0% | -50.0% |
| 3Y | -49.2% | +76.9% | -126.1% | -75.9% |
| 5Y | -76.8% | +60.4% | -137.2% | -85.9% |
| All | -76.8% | +60.6% | -137.4% | -85.9% |
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