-100.0%
HUBC vs VOO
+77.4%
-177.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.0% | +0.8% | -18.9% | -19.6% |
| 7D | -49.3% | -0.8% | -48.5% | -48.4% |
| 30D | -52.0% | -1.1% | -50.9% | -50.9% |
| 3M | -73.8% | +3.9% | -77.7% | -75.5% |
| 6M | -100.0% | +13.6% | -113.6% | -100.0% |
| YTD | -100.0% | +12.7% | -112.7% | -100.0% |
| 1Y | -100.0% | +17.6% | -117.6% | -100.0% |
| 3Y | -100.0% | +77.3% | -177.3% | -100.0% |
| All | -100.0% | +77.4% | -177.4% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling