-99.9%
HURA vs VT
+66.2%
-166.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +1.4% | +0.4% | +1.0% | +0.9% |
| 30D | +2.4% | +1.0% | +1.4% | +1.1% |
| 3M | -2.3% | +2.4% | -4.7% | -4.6% |
| 6M | +30.5% | +12.0% | +18.5% | +16.3% |
| YTD | +182.7% | +15.3% | +167.4% | +147.1% |
| 1Y | -15.4% | +22.6% | -38.0% | -29.7% |
| 3Y | -98.6% | +74.7% | -173.3% | -99.1% |
| All | -99.9% | +66.2% | -166.1% | -99.9% |
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