+112.4%
VEA vs HUT
+422.3%
-309.9%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.2% | -5.8% | +0.1% |
| 7D | +1.0% | +17.8% | -16.8% | +0.1% |
| 30D | +1.9% | +0.8% | +1.1% | +1.7% |
| 3M | +3.2% | -26.8% | +30.0% | +4.3% |
| 6M | +10.2% | +72.6% | -62.3% | +6.0% |
| YTD | +18.9% | +103.6% | -84.7% | +12.9% |
| 1Y | +29.3% | +265.3% | -235.9% | +18.1% |
| 3Y | +76.8% | +689.4% | -612.6% | +48.2% |
| 5Y | +61.2% | +75.3% | -14.1% | +36.9% |
| All | +112.4% | +422.3% | -309.9% | +48.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling