-58.5%
HUBS vs VEU
+73.8%
-132.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.2% |
| 7D | -9.0% | -1.4% | -7.6% | -8.3% |
| 30D | +7.2% | -0.4% | +7.7% | +7.5% |
| 3M | +20.9% | +2.5% | +18.3% | +18.7% |
| 6M | -13.0% | +11.1% | -24.2% | -20.8% |
| YTD | -43.8% | +16.5% | -60.4% | -52.0% |
| 1Y | -54.6% | +22.9% | -77.6% | -63.5% |
| 3Y | -58.5% | +73.4% | -131.9% | -77.0% |
| All | -58.5% | +73.8% | -132.2% | -77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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