+227.4%
HUT vs VUG
+13.3%
+214.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.0% |
| 7D | +18.9% | +0.1% | +18.8% | +18.7% |
| 30D | +12.0% | -1.7% | +13.7% | +17.6% |
| 3M | -14.9% | +2.8% | -17.7% | -23.8% |
| 6M | +96.8% | +13.6% | +83.2% | +30.0% |
| YTD | +108.8% | +8.1% | +100.7% | +67.5% |
| 1Y | +227.4% | +13.1% | +214.3% | +151.4% |
| All | +227.4% | +13.3% | +214.1% | +151.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling