-88.0%
HURA vs VT
+74.1%
-162.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -2.6% |
| 7D | -3.5% | +0.4% | -3.9% | -4.0% |
| 30D | -15.3% | -2.6% | -12.7% | -11.1% |
| 3M | -22.1% | -3.2% | -18.8% | -17.3% |
| 6M | -30.3% | +0.9% | -31.2% | -30.7% |
| YTD | +119.3% | +11.3% | +108.0% | +93.7% |
| 1Y | -34.1% | +14.0% | -48.1% | -43.2% |
| 3Y | -88.0% | +75.8% | -163.8% | -90.7% |
| All | -88.0% | +74.1% | -162.1% | -90.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling