+192.7%
HUT vs VSH
+108.3%
+84.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.3% | -4.3% | -4.7% |
| 7D | +2.8% | +2.8% | +0.1% | +0.9% |
| 30D | +2.1% | -6.0% | +8.1% | +6.8% |
| 3M | -14.3% | -42.6% | +28.4% | +21.1% |
| 6M | +84.2% | +82.1% | +2.1% | -9.3% |
| YTD | +97.2% | +117.5% | -20.3% | -22.3% |
| 1Y | +192.7% | +109.0% | +83.7% | +28.5% |
| All | +192.7% | +108.3% | +84.4% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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