+403.8%
HUT vs VOO
+217.3%
+186.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -4.3% |
| 7D | +2.8% | -2.0% | +4.8% | +7.1% |
| 30D | +2.1% | -1.7% | +3.7% | +5.5% |
| 3M | -14.3% | +4.7% | -19.0% | -21.7% |
| 6M | +84.2% | +12.6% | +71.7% | +51.6% |
| YTD | +97.2% | +11.8% | +85.5% | +67.5% |
| 1Y | +192.7% | +17.5% | +175.2% | +133.3% |
| 3Y | +712.6% | +77.0% | +635.6% | +255.0% |
| 5Y | +85.5% | +82.6% | +2.9% | -9.5% |
| All | +403.8% | +217.3% | +186.4% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling