+86.1%
HUT vs VGT
+134.3%
-48.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.3% |
| 7D | +18.9% | +1.5% | +17.4% | +15.5% |
| 30D | +12.0% | +0.5% | +11.4% | +10.9% |
| 3M | -14.9% | +5.3% | -20.1% | -23.7% |
| 6M | +96.8% | +32.4% | +64.4% | +12.5% |
| YTD | +108.8% | +28.6% | +80.2% | +30.0% |
| 1Y | +227.4% | +37.6% | +189.7% | +86.3% |
| 3Y | +760.3% | +125.5% | +634.8% | +91.2% |
| 5Y | +86.1% | +135.2% | -49.1% | -51.9% |
| All | +86.1% | +134.3% | -48.2% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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