-33.8%
HURC vs VT
+57.4%
-91.2%
-59.1%
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% | +0.5% |
| 7D | -4.1% | +0.4% | -4.4% | -4.4% |
| 30D | 0.0% | -2.6% | +2.6% | +1.3% |
| 3M | -4.8% | -3.2% | -1.6% | -3.3% |
| 6M | +27.1% | +0.9% | +26.2% | +25.7% |
| YTD | +35.9% | +11.3% | +24.6% | +27.1% |
| 1Y | +28.0% | +14.0% | +14.0% | +18.1% |
| 3Y | +8.3% | +75.8% | -67.6% | -19.3% |
| 5Y | -33.8% | +57.8% | -91.6% | -47.2% |
| All | -33.8% | +57.4% | -91.2% | -47.2% |
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 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