+420.1%
HUT vs VUG
+281.7%
+138.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +7.1% |
| 7D | +17.8% | -0.1% | +17.9% | +18.2% |
| 30D | +0.8% | -0.3% | +1.2% | +1.3% |
| 3M | -26.8% | -0.7% | -26.1% | -25.2% |
| 6M | +72.6% | +14.6% | +57.9% | +40.7% |
| YTD | +103.6% | +9.0% | +94.6% | +84.0% |
| 1Y | +265.3% | +14.9% | +250.4% | +212.3% |
| 3Y | +689.4% | +86.0% | +603.4% | +244.3% |
| 5Y | +75.3% | +76.7% | -1.4% | -5.1% |
| All | +420.1% | +281.7% | +138.4% | +84.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling