+60.9%
VEA vs HUT
+78.5%
-17.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.6% |
| 7D | +0.3% | +18.9% | -18.6% | -0.9% |
| 30D | +0.4% | +12.0% | -11.5% | -0.6% |
| 3M | +4.8% | -14.9% | +19.7% | +5.1% |
| 6M | +11.3% | +96.8% | -85.5% | +4.6% |
| YTD | +17.4% | +108.8% | -91.4% | +9.3% |
| 1Y | +26.2% | +227.4% | -201.2% | +12.6% |
| 3Y | +77.7% | +760.3% | -682.5% | +38.1% |
| 5Y | +60.9% | +86.1% | -25.1% | +28.0% |
| All | +60.9% | +78.5% | -17.5% | +28.0% |
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