+6.8%
VRT vs HUT
+21.4%
-14.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +8.3% | +1.3% | +6.8% |
| 7D | -10.6% | +3.7% | -14.3% | -12.0% |
| 30D | -17.4% | -32.3% | +14.9% | -7.2% |
| 3M | -26.4% | -35.6% | +9.2% | -16.7% |
| 6M | -41.0% | -42.1% | +1.1% | -32.2% |
| YTD | +23.8% | +24.1% | -0.3% | +10.5% |
| All | +6.8% | +21.4% | -14.6% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling