-51.7%
HUBS vs VLTO
+25.1%
-76.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.4% | -3.7% |
| 7D | -6.2% | -2.6% | -3.7% | -4.6% |
| 30D | +6.6% | -2.5% | +9.1% | +8.6% |
| 3M | +16.4% | +10.1% | +6.3% | +11.0% |
| 6M | -19.7% | +1.0% | -20.8% | -19.8% |
| YTD | -42.6% | -4.8% | -37.9% | -41.0% |
| 1Y | -54.2% | -9.3% | -44.8% | -51.8% |
| All | -51.7% | +25.1% | -76.8% | -56.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling