-33.8%
HUT vs VSH
+24.4%
-58.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +5.7% | +8.9% | +9.9% |
| 7D | -11.4% | -12.9% | +1.6% | +0.3% |
| 30D | -41.0% | -36.9% | -4.2% | -13.2% |
| 3M | -41.9% | -28.8% | -13.2% | -23.3% |
| 6M | -51.7% | -30.3% | -21.4% | -41.8% |
| YTD | +14.6% | +62.4% | -47.8% | -35.9% |
| 1Y | +21.4% | +62.5% | -41.1% | -31.9% |
| 3Y | +359.8% | +7.4% | +352.4% | +269.9% |
| All | -33.8% | +24.4% | -58.2% | -59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling