+722.6%
HUBS vs VCIT
+41.7%
+680.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -5.0% | -0.3% | -4.7% | -4.5% |
| 30D | -1.0% | -0.8% | -0.3% | +0.2% |
| 3M | +12.4% | -1.0% | +13.4% | +14.2% |
| 6M | -11.1% | -1.8% | -9.3% | -8.8% |
| YTD | -38.3% | -0.7% | -37.6% | -37.7% |
| 1Y | -46.7% | +1.0% | -47.7% | -47.5% |
| 3Y | -55.1% | +18.8% | -74.0% | -65.1% |
| 5Y | -64.8% | +3.5% | -68.3% | -68.9% |
| 10Y | +334.3% | +29.2% | +305.1% | +315.1% |
| All | +722.6% | +41.7% | +680.9% | +755.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling