+621.8%
HUBS vs VCIT
+39.6%
+582.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.8% | +0.9% |
| 7D | +8.3% | -1.4% | +9.7% | +10.5% |
| 30D | -4.0% | +0.6% | -4.5% | -4.8% |
| 3M | -9.7% | -2.2% | -7.4% | -6.7% |
| 6M | +21.4% | -2.3% | +23.7% | +25.5% |
| YTD | -45.9% | -2.2% | -43.7% | -44.2% |
| 1Y | -44.4% | -1.4% | -43.0% | -43.3% |
| 3Y | -49.7% | +18.7% | -68.4% | -60.9% |
| 5Y | -74.2% | +3.6% | -77.8% | -77.0% |
| 10Y | +275.5% | +30.4% | +245.1% | +272.9% |
| All | +621.8% | +39.6% | +582.2% | +666.3% |
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