+100.4%
VEA vs HUT
+246.0%
-145.6%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.8% |
| 7D | +1.8% | +34.9% | -33.1% | +0.2% |
| 30D | -0.9% | -25.9% | +25.0% | +0.2% |
| 3M | -5.0% | -31.7% | +26.7% | -3.9% |
| 6M | 0.0% | -42.2% | +42.2% | +1.6% |
| YTD | +12.2% | +34.9% | -22.7% | +8.2% |
| 1Y | +14.7% | +48.5% | -33.8% | +9.6% |
| 3Y | +73.2% | +471.2% | -398.0% | +47.1% |
| 5Y | +53.7% | -18.9% | +72.6% | +34.7% |
| All | +100.4% | +246.0% | -145.6% | +42.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling