+202.2%
VTI vs HUT
+405.9%
-203.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.5% | +4.9% | -0.3% |
| 7D | -2.0% | +2.8% | -4.9% | -2.2% |
| 30D | -1.9% | +2.1% | -4.0% | -2.3% |
| 3M | +4.5% | -14.3% | +18.8% | +4.7% |
| 6M | +12.6% | +84.2% | -71.6% | +6.8% |
| YTD | +12.0% | +97.2% | -85.2% | +5.2% |
| 1Y | +17.3% | +192.7% | -175.4% | +6.5% |
| 3Y | +75.3% | +712.6% | -637.2% | +42.0% |
| 5Y | +74.0% | +85.5% | -11.5% | +42.8% |
| All | +202.2% | +405.9% | -203.7% | +101.3% |
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 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