+739.0%
HUT vs VOO
+80.1%
+658.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +7.4% |
| 7D | +17.8% | +0.1% | +17.7% | +17.6% |
| 30D | +0.8% | +0.1% | +0.8% | +0.4% |
| 3M | -26.8% | +2.0% | -28.8% | -30.9% |
| 6M | +72.6% | +13.0% | +59.5% | +22.7% |
| YTD | +103.6% | +13.6% | +90.0% | +45.6% |
| 1Y | +265.3% | +20.1% | +245.2% | +133.2% |
| All | +739.0% | +80.1% | +658.8% | +158.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling