+155.9%
HUBG vs VOO
+807.8%
-651.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.5% |
| 7D | -1.6% | -0.4% | -1.3% | -1.3% |
| 30D | -25.4% | -1.4% | -24.0% | -24.2% |
| 3M | -21.2% | +3.7% | -24.9% | -24.1% |
| 6M | -8.8% | +13.0% | -21.8% | -19.2% |
| YTD | -16.5% | +12.4% | -29.0% | -25.9% |
| 1Y | -1.7% | +18.6% | -20.3% | -17.3% |
| 3Y | -6.0% | +78.1% | -84.1% | -46.9% |
| 5Y | +8.2% | +82.3% | -74.1% | -40.5% |
| 10Y | +75.8% | +322.5% | -246.8% | -60.9% |
| All | +155.9% | +807.8% | -651.9% | -80.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling