-1.8%
HUBG vs VT
+21.4%
-23.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | -5.0% | +1.0% | -6.0% | -5.8% |
| 30D | -24.6% | -0.2% | -24.3% | -24.4% |
| 3M | -19.2% | +4.5% | -23.7% | -22.2% |
| 6M | -7.0% | +14.1% | -21.1% | -16.5% |
| YTD | -14.8% | +14.8% | -29.6% | -24.3% |
| 1Y | -1.8% | +21.2% | -23.0% | -20.8% |
| All | -1.8% | +21.4% | -23.2% | -20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling