+85.5%
HUT vs VWO
+32.1%
+53.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.5% | -4.0% | -1.6% |
| 7D | +2.8% | -1.7% | +4.6% | +7.7% |
| 30D | +2.1% | -0.3% | +2.3% | +3.4% |
| 3M | -14.3% | +4.0% | -18.2% | -21.5% |
| 6M | +84.2% | +8.1% | +76.1% | +60.2% |
| YTD | +97.2% | +11.6% | +85.6% | +62.6% |
| 1Y | +192.7% | +16.2% | +176.5% | +126.5% |
| 3Y | +712.6% | +63.3% | +649.3% | +189.7% |
| 5Y | +85.5% | +33.4% | +52.1% | +41.3% |
| All | +85.5% | +32.1% | +53.3% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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