+86.3%
HUT vs VO
+42.6%
+43.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.8% |
| 7D | +17.8% | -0.3% | +18.1% | +18.9% |
| 30D | +0.8% | -0.3% | +1.2% | +1.8% |
| 3M | -26.8% | +2.9% | -29.7% | -32.6% |
| 6M | +72.6% | +9.3% | +63.2% | +38.3% |
| YTD | +103.6% | +14.2% | +89.4% | +47.6% |
| 1Y | +265.3% | +15.3% | +250.0% | +165.5% |
| 3Y | +689.4% | +56.2% | +633.2% | +181.6% |
| All | +86.3% | +42.6% | +43.7% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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