-8.6%
HUN vs VT
+21.4%
-30.0%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.5% |
| 7D | +4.4% | +1.0% | +3.4% | +2.9% |
| 30D | -3.2% | -0.2% | -2.9% | -2.9% |
| 3M | -30.7% | +4.5% | -35.3% | -35.3% |
| 6M | -13.3% | +14.1% | -27.3% | -30.3% |
| YTD | -0.8% | +14.8% | -15.5% | -21.8% |
| 1Y | -8.6% | +21.2% | -29.8% | -38.9% |
| All | -8.6% | +21.4% | -30.0% | -38.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling