+220.1%
HUT vs VEU
+89.3%
+130.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -7.0% | -7.0% |
| 7D | +9.3% | +2.1% | +7.3% | +5.0% |
| 30D | -23.1% | -0.9% | -22.2% | -21.9% |
| 3M | -30.6% | -5.4% | -25.2% | -21.2% |
| 6M | -46.9% | -1.8% | -45.1% | -43.0% |
| YTD | +25.3% | +10.9% | +14.4% | +11.6% |
| 1Y | +59.8% | +13.6% | +46.3% | +36.3% |
| 3Y | +467.2% | +69.3% | +397.9% | +145.4% |
| 5Y | -24.6% | +48.1% | -72.8% | -54.1% |
| All | +220.1% | +89.3% | +130.8% | +33.8% |
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