-66.4%
HUBS vs VGT
+136.3%
-202.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | -0.6% |
| 7D | -9.0% | -0.2% | -8.8% | -8.8% |
| 30D | +7.2% | -0.4% | +7.7% | +7.8% |
| 3M | +20.9% | +4.4% | +16.4% | +11.5% |
| 6M | -13.0% | +32.1% | -45.1% | -41.3% |
| YTD | -43.8% | +28.8% | -72.6% | -60.9% |
| 1Y | -54.6% | +35.3% | -90.0% | -70.7% |
| 3Y | -58.5% | +124.8% | -183.2% | -87.7% |
| All | -66.4% | +136.3% | -202.7% | -90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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