+52.6%
VZ vs HUT
+156.6%
-104.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.0% | -0.1% |
| 7D | +5.6% | -30.8% | +36.5% | +5.7% |
| 30D | +1.9% | -50.2% | +52.0% | +2.0% |
| 3M | +0.8% | -50.5% | +51.2% | +0.9% |
| 6M | +0.6% | -42.9% | +43.5% | +0.6% |
| YTD | +20.8% | 0.0% | +20.7% | +20.2% |
| 1Y | +23.9% | -2.2% | +26.2% | +23.3% |
| 3Y | +55.7% | +289.4% | -233.7% | +51.0% |
| 5Y | +21.5% | -36.7% | +58.2% | +17.9% |
| All | +52.6% | +156.6% | -104.0% | +42.7% |
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