-58.5%
HUBS vs VIG
+55.8%
-114.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | -0.1% |
| 7D | -9.0% | -1.1% | -7.9% | -7.7% |
| 30D | +7.2% | -2.7% | +10.0% | +11.3% |
| 3M | +20.9% | +2.5% | +18.3% | +17.3% |
| 6M | -13.0% | +9.2% | -22.3% | -22.9% |
| YTD | -43.8% | +9.8% | -53.7% | -50.7% |
| 1Y | -54.6% | +12.4% | -67.0% | -61.5% |
| 3Y | -58.5% | +55.9% | -114.4% | -77.9% |
| All | -58.5% | +55.8% | -114.3% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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