+36.7%
HURC vs VT
+23.4%
+13.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.0% | +6.1% | +6.8% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | +5.9% | +0.8% | +5.1% | +5.6% |
| 3M | +37.2% | +2.8% | +34.4% | +35.4% |
| 6M | +31.8% | +13.0% | +18.8% | +21.3% |
| YTD | +47.6% | +15.4% | +32.2% | +33.6% |
| All | +36.7% | +23.4% | +13.3% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling