+54.0%
VEA vs HUT
-25.2%
+79.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.1% | +7.1% | +0.5% |
| 7D | +2.3% | +9.3% | -7.1% | +1.6% |
| 30D | +0.2% | -23.1% | +23.3% | +1.4% |
| 3M | -5.3% | -30.6% | +25.3% | -3.9% |
| 6M | -0.9% | -46.9% | +45.9% | +1.7% |
| YTD | +12.2% | +25.3% | -13.1% | +7.2% |
| 1Y | +16.1% | +59.8% | -43.7% | +8.6% |
| 3Y | +73.0% | +467.2% | -394.2% | +36.6% |
| All | +54.0% | -25.2% | +79.2% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling