+654.4%
VRT vs HUT
-25.2%
+679.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.1% | +3.5% | -1.7% |
| 7D | +10.5% | +9.3% | +1.2% | +8.0% |
| 30D | -9.3% | -23.1% | +13.8% | -3.2% |
| 3M | -29.6% | -30.6% | +1.0% | -23.3% |
| 6M | -45.4% | -46.9% | +1.5% | -37.4% |
| YTD | +24.8% | +25.3% | -0.5% | +11.7% |
| 1Y | +23.6% | +59.8% | -36.2% | +2.3% |
| 3Y | +379.7% | +467.2% | -87.5% | +147.5% |
| All | +654.4% | -25.2% | +679.6% | +379.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling