-14.3%
HUN price history and return analytics
+229.8%
-244.1%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.1% |
| 7D | -0.8% | -1.1% | +0.3% | +0.6% |
| 30D | -6.0% | -1.0% | -5.0% | -4.8% |
| 3M | -36.4% | +3.2% | -39.5% | -39.3% |
| 6M | -17.8% | +12.5% | -30.3% | -30.2% |
| YTD | -3.4% | +14.1% | -17.5% | -19.2% |
| 1Y | -10.6% | +18.9% | -29.5% | -28.9% |
| 3Y | -56.8% | +74.1% | -130.9% | -79.1% |
| 5Y | -57.1% | +66.9% | -123.9% | -78.0% |
| All | -14.3% | +229.8% | -244.1% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling