+59.8%
HUT vs VIG
+16.5%
+43.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.1% | -7.1% |
| 7D | +9.3% | +3.5% | +5.9% | -0.5% |
| 30D | -23.1% | +4.9% | -28.0% | -36.7% |
| 3M | -30.6% | +2.5% | -33.1% | -37.7% |
| 6M | -46.9% | +11.0% | -57.9% | -67.7% |
| YTD | +25.3% | +16.0% | +9.3% | -35.5% |
| 1Y | +59.8% | +17.5% | +42.3% | -21.7% |
| All | +59.8% | +16.5% | +43.3% | -21.7% |
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