+207.4%
VTI vs HUT
+422.3%
-214.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.5% | -0.7% |
| 7D | +0.1% | +17.8% | -17.7% | -0.9% |
| 30D | 0.0% | +0.8% | -0.8% | -0.2% |
| 3M | +2.0% | -26.8% | +28.8% | +3.1% |
| 6M | +13.0% | +72.6% | -59.6% | +7.6% |
| YTD | +13.9% | +103.6% | -89.7% | +6.8% |
| 1Y | +20.0% | +265.3% | -245.3% | +7.4% |
| 3Y | +75.8% | +689.4% | -613.6% | +42.6% |
| 5Y | +73.8% | +75.3% | -1.5% | +42.9% |
| All | +207.4% | +422.3% | -214.9% | +104.4% |
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