+78.9%
VOO vs HUT
+772.7%
-693.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.4% | -6.9% | -1.0% |
| 7D | +0.5% | +28.3% | -27.7% | -1.1% |
| 30D | -0.9% | +12.3% | -13.2% | -1.9% |
| 3M | +3.9% | -16.8% | +20.7% | +4.3% |
| 6M | +14.5% | +111.4% | -96.8% | +7.1% |
| YTD | +13.0% | +116.6% | -103.6% | +4.8% |
| 1Y | +19.4% | +290.5% | -271.0% | +5.2% |
| 3Y | +78.9% | +792.3% | -713.4% | +46.4% |
| All | +78.9% | +772.7% | -693.9% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling