+449.8%
VLO vs HUT
+422.3%
+27.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.2% | -0.3% |
| 7D | +5.2% | +17.8% | -12.6% | +4.2% |
| 30D | +22.6% | +0.8% | +21.8% | +22.2% |
| 3M | +43.8% | -26.8% | +70.6% | +45.2% |
| 6M | +65.7% | +72.6% | -6.8% | +56.9% |
| YTD | +131.1% | +103.6% | +27.5% | +115.3% |
| 1Y | +143.6% | +265.3% | -121.6% | +115.7% |
| 3Y | +201.4% | +689.4% | -488.0% | +138.3% |
| 5Y | +568.9% | +75.3% | +493.5% | +444.0% |
| All | +449.8% | +422.3% | +27.5% | +203.0% |
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 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