-13.9%
HUT vs VEU
+50.3%
-64.2%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.9% | +6.6% | +4.9% |
| 7D | +24.8% | -0.5% | +25.3% | +27.0% |
| 30D | -28.4% | -1.0% | -27.4% | -26.6% |
| 3M | -31.2% | -3.6% | -27.6% | -22.9% |
| 6M | -40.2% | -1.2% | -39.1% | -36.7% |
| YTD | +32.9% | +12.0% | +20.9% | +6.3% |
| 1Y | +39.1% | +13.9% | +25.2% | +6.8% |
| 3Y | +462.8% | +71.3% | +391.5% | +49.0% |
| 5Y | -13.9% | +50.3% | -64.2% | -60.2% |
| All | -13.9% | +50.3% | -64.2% | -60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling