-66.2%
HUBS vs VCIT
+3.3%
-69.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -3.9% |
| 7D | -6.2% | -0.2% | -6.1% | -5.9% |
| 30D | +6.6% | -0.5% | +7.1% | +8.0% |
| 3M | +16.4% | -0.9% | +17.4% | +19.0% |
| 6M | -19.7% | -1.9% | -17.8% | -16.5% |
| YTD | -42.6% | -1.0% | -41.7% | -41.5% |
| 1Y | -54.2% | +0.2% | -54.4% | -54.6% |
| 3Y | -57.1% | +19.0% | -76.1% | -71.6% |
| 5Y | -66.2% | +3.1% | -69.3% | -66.6% |
| All | -66.2% | +3.3% | -69.5% | -66.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling