+63.4%
VZ vs HUT
+422.3%
-359.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.1% | -0.9% |
| 7D | +0.1% | +17.8% | -17.7% | 0.0% |
| 30D | +7.9% | +0.8% | +7.1% | +7.9% |
| 3M | +13.6% | -26.8% | +40.4% | +13.7% |
| 6M | +1.1% | +72.6% | -71.5% | +0.7% |
| YTD | +29.3% | +103.6% | -74.3% | +28.6% |
| 1Y | +21.2% | +265.3% | -244.0% | +19.9% |
| 3Y | +75.9% | +689.4% | -613.5% | +70.3% |
| 5Y | +24.1% | +75.3% | -51.3% | +19.9% |
| All | +63.4% | +422.3% | -359.0% | +52.6% |
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