+420.1%
HUT vs VT
+155.5%
+264.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +17.8% | +0.4% | +17.3% | +16.8% |
| 30D | +0.8% | +1.0% | -0.1% | -1.2% |
| 3M | -26.8% | +2.4% | -29.2% | -29.4% |
| 6M | +72.6% | +12.0% | +60.6% | +42.3% |
| YTD | +103.6% | +15.3% | +88.3% | +61.3% |
| 1Y | +265.3% | +22.6% | +242.7% | +162.9% |
| 3Y | +689.4% | +74.7% | +614.7% | +219.4% |
| 5Y | +75.3% | +66.1% | +9.2% | -10.1% |
| All | +420.1% | +155.5% | +264.6% | +71.2% |
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