-55.2%
HUBS vs VCIT
+18.9%
-74.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | -4.3% | +0.1% | -4.3% | -4.3% |
| 30D | +14.2% | -0.8% | +15.0% | +15.3% |
| 3M | +15.5% | -0.5% | +16.0% | +16.4% |
| 6M | -18.9% | -1.4% | -17.5% | -17.6% |
| YTD | -40.1% | -0.8% | -39.3% | -39.5% |
| 1Y | -51.8% | +0.3% | -52.1% | -52.0% |
| 3Y | -55.2% | +19.2% | -74.5% | -64.9% |
| All | -55.2% | +18.9% | -74.2% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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