+560.5%
VLO vs HUT
+71.6%
+488.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.2% | -0.3% |
| 7D | +5.2% | +17.8% | -12.6% | +4.5% |
| 30D | +22.6% | +0.8% | +21.8% | +22.4% |
| 3M | +43.8% | -26.8% | +70.6% | +44.8% |
| 6M | +65.7% | +72.6% | -6.8% | +58.7% |
| YTD | +131.1% | +103.6% | +27.5% | +118.2% |
| 1Y | +143.6% | +265.3% | -121.6% | +120.6% |
| 3Y | +201.4% | +689.4% | -488.0% | +149.1% |
| All | +560.5% | +71.6% | +488.9% | +440.3% |
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 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