-99.9%
HURA vs VT
+57.4%
-157.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -1.5% |
| 7D | -3.5% | +0.4% | -3.9% | -3.8% |
| 30D | -15.3% | -2.6% | -12.7% | -12.2% |
| 3M | -22.1% | -3.2% | -18.8% | -18.5% |
| 6M | -30.3% | +0.9% | -31.2% | -30.4% |
| YTD | +119.3% | +11.3% | +108.0% | +100.8% |
| 1Y | -34.1% | +14.0% | -48.1% | -40.9% |
| 3Y | -88.0% | +75.8% | -163.8% | -92.4% |
| 5Y | -99.9% | +57.8% | -157.7% | -99.9% |
| All | -99.9% | +57.4% | -157.3% | -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