+30.3%
HUSV price history and return analytics
+65.7%
-35.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.1% |
| 7D | -1.2% | -1.1% | -0.1% | -0.7% |
| 30D | -2.8% | -1.0% | -1.8% | -2.3% |
| 3M | +2.6% | +3.2% | -0.6% | +0.8% |
| 6M | +2.7% | +12.5% | -9.8% | -3.8% |
| YTD | +4.4% | +14.1% | -9.7% | -3.0% |
| 1Y | +1.5% | +18.9% | -17.4% | -8.0% |
| 3Y | +29.5% | +74.1% | -44.6% | -6.0% |
| All | +30.3% | +65.7% | -35.4% | -4.9% |
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 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