+1.7%
HUT vs VIG
+19.5%
-17.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +2.1% | -25.3% | -29.7% |
| 7D | -29.5% | +2.7% | -32.3% | -37.2% |
| 30D | -45.2% | +7.0% | -52.2% | -58.3% |
| 3M | -51.6% | +4.0% | -55.6% | -59.3% |
| 6M | -37.3% | +12.3% | -49.6% | -63.7% |
| YTD | +6.5% | +16.4% | -9.8% | -46.5% |
| 1Y | +1.7% | +19.2% | -17.5% | -54.0% |
| All | +1.7% | +19.5% | -17.8% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling