+227.4%
HUT vs VIG
+14.1%
+213.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -1.4% |
| 7D | +18.9% | -1.2% | +20.1% | +24.5% |
| 30D | +12.0% | -2.8% | +14.8% | +24.6% |
| 3M | -14.9% | +2.5% | -17.3% | -27.9% |
| 6M | +96.8% | +8.1% | +88.7% | +30.5% |
| YTD | +108.8% | +9.6% | +99.2% | +31.7% |
| 1Y | +227.4% | +14.2% | +213.2% | +78.0% |
| All | +227.4% | +14.1% | +213.3% | +78.0% |
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