+403.8%
HUT vs VTEB
+18.1%
+385.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.7% | -4.8% | -4.7% |
| 7D | +2.8% | -1.2% | +4.1% | +4.3% |
| 30D | +2.1% | -2.9% | +4.9% | +5.4% |
| 3M | -14.3% | -3.2% | -11.1% | -11.3% |
| 6M | +84.2% | -2.6% | +86.9% | +90.1% |
| YTD | +97.2% | -1.8% | +99.0% | +102.0% |
| 1Y | +192.7% | +0.2% | +192.5% | +194.0% |
| 3Y | +712.6% | +8.2% | +704.3% | +661.2% |
| 5Y | +85.5% | +0.8% | +84.6% | +80.5% |
| All | +403.8% | +18.1% | +385.6% | +589.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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