+433.3%
HUT vs VEU
+99.3%
+334.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -2.0% |
| 7D | +18.9% | +0.3% | +18.6% | +18.3% |
| 30D | +12.0% | +0.7% | +11.3% | +11.0% |
| 3M | -14.9% | +4.7% | -19.5% | -21.4% |
| 6M | +96.8% | +11.6% | +85.2% | +66.5% |
| YTD | +108.8% | +16.8% | +92.0% | +65.8% |
| 1Y | +227.4% | +24.9% | +202.5% | +132.5% |
| 3Y | +760.3% | +75.7% | +684.5% | +241.6% |
| 5Y | +86.1% | +56.1% | +30.0% | +1.7% |
| All | +433.3% | +99.3% | +334.0% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling