+130.9%
HUSV price history and return analytics
+223.8%
-92.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.3% |
| 7D | -1.7% | -0.1% | -1.6% | -1.6% |
| 30D | -3.3% | -0.7% | -2.6% | -2.9% |
| 3M | +2.2% | +4.0% | -1.8% | -0.7% |
| 6M | +1.1% | +12.3% | -11.2% | -7.1% |
| YTD | +4.2% | +14.0% | -9.9% | -5.4% |
| 1Y | +2.1% | +20.3% | -18.2% | -10.8% |
| 3Y | +29.5% | +75.4% | -45.9% | -14.4% |
| 5Y | +29.2% | +66.0% | -36.8% | -12.0% |
| 10Y | +137.8% | +228.2% | -90.4% | -6.3% |
| All | +130.9% | +223.8% | -92.9% | -8.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling