-54.6%
HUBS vs VLTO
-11.2%
-43.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.2% |
| 7D | -9.0% | -2.3% | -6.7% | -7.1% |
| 30D | +7.2% | -2.7% | +9.9% | +10.0% |
| 3M | +20.9% | +14.0% | +6.8% | +12.5% |
| 6M | -13.0% | +3.3% | -16.3% | -14.5% |
| YTD | -43.8% | -5.4% | -38.4% | -42.4% |
| 1Y | -54.6% | -13.3% | -41.4% | -56.5% |
| All | -54.6% | -11.2% | -43.5% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling