+121.1%
HUT vs VG
-44.6%
+165.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.9% | -6.2% | -6.9% |
| 7D | +9.3% | +14.0% | -4.6% | +6.3% |
| 30D | -23.1% | -1.0% | -22.1% | -22.8% |
| 3M | -30.6% | -2.7% | -27.9% | -30.4% |
| 6M | -46.9% | +1.5% | -48.3% | -48.2% |
| YTD | +25.3% | +93.7% | -68.4% | -13.6% |
| 1Y | +59.8% | +68.5% | -8.7% | +16.8% |
| All | +121.1% | -44.6% | +165.7% | +149.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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