-56.5%
HUN price history and return analytics
+65.7%
-122.2%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.5% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | -7.5% | -0.7% | -6.9% | -6.8% |
| 3M | -33.7% | +4.0% | -37.7% | -37.1% |
| 6M | -19.9% | +12.3% | -32.2% | -30.9% |
| YTD | -3.0% | +14.0% | -17.0% | -17.6% |
| 1Y | -10.9% | +20.3% | -31.2% | -28.7% |
| 3Y | -56.9% | +75.4% | -132.3% | -77.2% |
| 5Y | -56.5% | +66.0% | -122.5% | -75.7% |
| All | -56.5% | +65.7% | -122.2% | -75.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling