+85.5%
HUT vs VYM
+75.8%
+9.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -4.1% |
| 7D | +2.8% | -1.9% | +4.7% | +8.4% |
| 30D | +2.1% | -2.6% | +4.6% | +9.4% |
| 3M | -14.3% | +3.6% | -17.8% | -23.6% |
| 6M | +84.2% | +8.7% | +75.5% | +47.5% |
| YTD | +97.2% | +14.1% | +83.1% | +40.4% |
| 1Y | +192.7% | +17.8% | +174.9% | +95.9% |
| 3Y | +712.6% | +64.5% | +648.0% | +140.7% |
| 5Y | +85.5% | +77.5% | +7.9% | -42.1% |
| All | +85.5% | +75.8% | +9.7% | -42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling