+86.1%
HUT vs VTV
+80.1%
+5.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -2.7% |
| 7D | +18.9% | -0.7% | +19.6% | +21.1% |
| 30D | +12.0% | -0.5% | +12.5% | +13.1% |
| 3M | -14.9% | +5.3% | -20.2% | -27.5% |
| 6M | +96.8% | +12.9% | +83.9% | +41.3% |
| YTD | +108.8% | +18.5% | +90.3% | +33.3% |
| 1Y | +227.4% | +25.3% | +202.1% | +81.8% |
| 3Y | +760.3% | +68.2% | +692.1% | +126.7% |
| 5Y | +86.1% | +80.6% | +5.4% | -48.0% |
| All | +86.1% | +80.1% | +5.9% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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