+1.7%
HUT vs VYM
+21.8%
-20.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +1.2% | -24.4% | -27.4% |
| 7D | -29.5% | +1.2% | -30.7% | -33.3% |
| 30D | -45.2% | +5.2% | -50.4% | -55.6% |
| 3M | -51.6% | +0.5% | -52.1% | -53.3% |
| 6M | -37.3% | +7.7% | -45.0% | -56.6% |
| YTD | +6.5% | +17.2% | -10.7% | -48.9% |
| 1Y | +1.7% | +21.7% | -19.9% | -59.3% |
| All | +1.7% | +21.8% | -20.1% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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