+453.2%
HUT vs VTV
+160.1%
+293.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +7.7% |
| 7D | +28.3% | +0.3% | +28.0% | +27.6% |
| 30D | +12.3% | +0.1% | +12.2% | +11.7% |
| 3M | -16.8% | +6.2% | -23.0% | -25.2% |
| 6M | +111.4% | +13.5% | +97.9% | +74.0% |
| YTD | +116.6% | +18.9% | +97.7% | +67.6% |
| 1Y | +290.5% | +25.8% | +264.7% | +179.3% |
| 3Y | +792.3% | +68.7% | +723.5% | +342.4% |
| 5Y | +94.1% | +80.3% | +13.8% | -1.7% |
| All | +453.2% | +160.1% | +293.1% | +115.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling