+65.2%
VTI vs HUT
-14.7%
+79.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.6% |
| 7D | +3.4% | +34.9% | -31.5% | +0.6% |
| 30D | -2.3% | -25.9% | +23.6% | -0.5% |
| 3M | -2.2% | -31.7% | +29.6% | -0.2% |
| 6M | +3.3% | -42.2% | +45.5% | +5.8% |
| YTD | +12.1% | +34.9% | -22.8% | +4.4% |
| 1Y | +12.2% | +48.5% | -36.3% | +2.7% |
| 3Y | +78.0% | +471.2% | -393.2% | +30.1% |
| 5Y | +65.2% | -18.9% | +84.1% | +36.1% |
| All | +65.2% | -14.7% | +79.9% | +36.1% |
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