-66.4%
HUBS vs VEU
+55.0%
-121.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | -0.4% |
| 7D | -9.0% | -1.4% | -7.6% | -7.4% |
| 30D | +7.2% | -0.4% | +7.7% | +7.7% |
| 3M | +20.9% | +2.5% | +18.3% | +15.7% |
| 6M | -13.0% | +11.1% | -24.2% | -27.4% |
| YTD | -43.8% | +16.5% | -60.4% | -57.1% |
| 1Y | -54.6% | +22.9% | -77.6% | -68.2% |
| 3Y | -58.5% | +73.4% | -131.9% | -84.0% |
| All | -66.4% | +55.0% | -121.3% | -83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling