+172.1%
HUT vs VT
+150.0%
+22.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +1.7% | -24.9% | -27.1% |
| 7D | -29.5% | -0.3% | -29.2% | -29.7% |
| 30D | -45.2% | -1.4% | -43.7% | -43.2% |
| 3M | -51.6% | -1.4% | -50.2% | -49.6% |
| 6M | -37.3% | +5.5% | -42.8% | -42.1% |
| YTD | +6.5% | +12.8% | -6.3% | -10.7% |
| 1Y | +1.7% | +15.4% | -13.7% | -17.5% |
| 3Y | +314.7% | +76.9% | +237.9% | +65.3% |
| 5Y | -33.4% | +60.4% | -93.8% | -63.4% |
| All | +172.1% | +150.0% | +22.1% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling