-77.3%
HUIZ vs VT
+57.9%
-135.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.6% | +3.6% |
| 7D | +4.6% | -1.6% | +6.2% | +6.4% |
| 30D | +69.9% | -2.5% | +72.4% | +74.1% |
| 3M | +76.6% | -1.3% | +77.9% | +77.8% |
| 6M | +38.7% | +3.1% | +35.6% | +33.0% |
| YTD | -19.6% | +10.9% | -30.5% | -30.2% |
| 1Y | -38.9% | +12.1% | -51.0% | -47.8% |
| 3Y | -50.3% | +73.9% | -124.2% | -76.0% |
| All | -77.3% | +57.9% | -135.2% | -86.0% |
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