+20.2%
VZ vs HUT
-31.8%
+52.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +14.6% | -15.5% | -0.9% |
| 7D | +2.1% | -11.4% | +13.5% | +2.1% |
| 30D | +1.4% | -41.0% | +42.4% | +1.2% |
| 3M | -1.3% | -41.9% | +40.7% | -1.4% |
| 6M | -0.5% | -51.7% | +51.1% | -0.7% |
| YTD | +19.6% | +14.6% | +5.0% | +19.1% |
| 1Y | +22.4% | +21.4% | +1.0% | +21.7% |
| 3Y | +55.9% | +359.8% | -303.9% | +48.7% |
| All | +20.2% | -31.8% | +52.0% | +4.9% |
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