-89.2%
HURA vs VT
+69.7%
-158.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.8% |
| 7D | -15.5% | -2.3% | -13.2% | -12.0% |
| 30D | -17.7% | -5.0% | -12.7% | -9.8% |
| 3M | -22.9% | -4.9% | -18.1% | -15.8% |
| 6M | -35.8% | -1.5% | -34.3% | -33.4% |
| YTD | +115.3% | +8.5% | +106.8% | +98.7% |
| 1Y | -33.5% | +11.4% | -44.8% | -40.3% |
| 3Y | -89.2% | +70.1% | -159.2% | -91.5% |
| All | -89.2% | +69.7% | -158.9% | -91.5% |
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