+86.1%
HUT vs VTR
+88.4%
-2.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.0% | -3.4% |
| 7D | +18.9% | -2.9% | +21.8% | +20.2% |
| 30D | +12.0% | -2.8% | +14.8% | +13.0% |
| 3M | -14.9% | +9.0% | -23.9% | -20.3% |
| 6M | +96.8% | +5.0% | +91.8% | +86.2% |
| YTD | +108.8% | +16.9% | +91.9% | +85.3% |
| 1Y | +227.4% | +34.3% | +193.1% | +163.8% |
| 3Y | +760.3% | +131.6% | +628.7% | +338.9% |
| 5Y | +86.1% | +88.0% | -1.9% | +8.8% |
| All | +86.1% | +88.4% | -2.4% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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