+397.6%
VRT vs HUT
+487.4%
-89.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.1% |
| 7D | +18.6% | +34.9% | -16.3% | +9.4% |
| 30D | -11.7% | -25.9% | +14.2% | -5.0% |
| 3M | -27.3% | -31.7% | +4.4% | -20.7% |
| 6M | -42.9% | -42.2% | -0.6% | -36.0% |
| YTD | +29.5% | +34.9% | -5.4% | +14.8% |
| 1Y | +21.0% | +48.5% | -27.5% | +3.2% |
| All | +397.6% | +487.4% | -89.8% | +218.3% |
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 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