+201.2%
VTI vs HUT
+221.4%
-20.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.1% | +6.7% | 0.0% |
| 7D | +2.5% | +9.3% | -6.8% | +1.9% |
| 30D | -1.5% | -23.1% | +21.6% | -0.5% |
| 3M | -3.2% | -30.6% | +27.4% | -1.9% |
| 6M | +2.3% | -46.9% | +49.2% | +4.6% |
| YTD | +11.6% | +25.3% | -13.7% | +7.0% |
| 1Y | +13.8% | +59.8% | -46.1% | +7.0% |
| 3Y | +77.4% | +467.2% | -389.8% | +46.2% |
| 5Y | +64.6% | -24.6% | +89.2% | +40.6% |
| All | +201.2% | +221.4% | -20.2% | +104.8% |
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