+20.5%
VEA vs HUT
-2.9%
+23.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -23.2% | +25.3% | +4.0% |
| 7D | +0.7% | -29.5% | +30.2% | +3.2% |
| 30D | -0.4% | -45.2% | +44.7% | +4.1% |
| 3M | -1.7% | -51.6% | +49.9% | +3.5% |
| 6M | +5.1% | -37.3% | +42.4% | +6.5% |
| YTD | +14.4% | +6.5% | +7.9% | +10.2% |
| 1Y | +20.5% | +1.7% | +18.8% | +16.3% |
| All | +20.5% | -2.9% | +23.4% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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