+420.1%
HUT vs VEU
+101.7%
+318.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.7% | +5.1% |
| 7D | +17.8% | +1.1% | +16.6% | +15.3% |
| 30D | +0.8% | +2.2% | -1.3% | -3.2% |
| 3M | -26.8% | +3.0% | -29.8% | -29.6% |
| 6M | +72.6% | +10.9% | +61.7% | +48.3% |
| YTD | +103.6% | +18.2% | +85.4% | +57.7% |
| 1Y | +265.3% | +28.3% | +237.0% | +145.6% |
| 3Y | +689.4% | +74.6% | +614.8% | +216.5% |
| 5Y | +75.3% | +56.4% | +19.0% | -5.3% |
| All | +420.1% | +101.7% | +318.4% | +89.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling