+20.4%
HUT vs VSH
+86.1%
-65.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.9% | -1.5% |
| 7D | -10.9% | -1.6% | -9.4% | -9.8% |
| 30D | -32.6% | -21.3% | -11.3% | -19.9% |
| 3M | -33.7% | -18.9% | -14.8% | -22.7% |
| 6M | -42.3% | -21.4% | -20.9% | -38.3% |
| YTD | +23.6% | +86.8% | -63.3% | -38.9% |
| 1Y | +20.4% | +85.8% | -65.4% | -39.3% |
| All | +20.4% | +86.1% | -65.8% | -39.3% |
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