+239.5%
HUT vs VIG
+186.4%
+53.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.8% | +6.8% | +6.1% |
| 7D | +24.8% | -0.3% | +25.1% | +25.9% |
| 30D | -28.4% | +4.9% | -33.3% | -35.2% |
| 3M | -31.2% | +2.9% | -34.2% | -35.6% |
| 6M | -40.2% | +11.2% | -51.5% | -51.6% |
| YTD | +32.9% | +16.0% | +16.9% | +3.0% |
| 1Y | +39.1% | +17.0% | +22.1% | +7.2% |
| 3Y | +462.8% | +66.9% | +395.9% | +161.7% |
| 5Y | -13.9% | +65.8% | -79.7% | -55.3% |
| All | +239.5% | +186.4% | +53.1% | +27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling