+2,826.7%
VRT vs HUT
+808.6%
+2,018.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.4% | -2.7% | +2.7% |
| 7D | +13.6% | +28.3% | -14.6% | +9.5% |
| 30D | +6.8% | +12.3% | -5.5% | +4.8% |
| 3M | -3.2% | -16.8% | +13.6% | -1.4% |
| 6M | +20.3% | +111.4% | -91.0% | +6.7% |
| YTD | +79.6% | +116.6% | -37.0% | +57.4% |
| 1Y | +139.0% | +290.5% | -151.5% | +90.7% |
| 3Y | +644.6% | +792.3% | -147.7% | +405.3% |
| 5Y | +1,024.4% | +94.1% | +930.2% | +681.6% |
| All | +2,826.7% | +808.6% | +2,018.1% | +1,389.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling