+1,740.6%
VRT vs HUT
+380.8%
+1,359.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +14.6% | -11.1% | +1.2% |
| 7D | -21.4% | -11.4% | -10.0% | -20.0% |
| 30D | -25.8% | -41.0% | +15.2% | -19.8% |
| 3M | -33.5% | -41.9% | +8.4% | -28.2% |
| 6M | -49.0% | -51.7% | +2.6% | -43.8% |
| YTD | +12.9% | +14.6% | -1.7% | +8.7% |
| 1Y | 0.0% | +21.4% | -21.4% | -5.4% |
| 3Y | +361.8% | +359.8% | +2.0% | +245.8% |
| 5Y | +565.1% | -27.5% | +592.6% | +418.3% |
| All | +1,740.6% | +380.8% | +1,359.8% | +928.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling