-49.6%
HUBS vs VLTO
+26.2%
-75.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.4% |
| 7D | -4.3% | -1.6% | -2.7% | -3.3% |
| 30D | +14.2% | -2.9% | +17.1% | +16.5% |
| 3M | +15.5% | +12.7% | +2.8% | +8.6% |
| 6M | -18.9% | +1.6% | -20.5% | -19.3% |
| YTD | -40.1% | -4.0% | -36.1% | -38.7% |
| 1Y | -51.8% | -10.2% | -41.6% | -49.1% |
| All | -49.6% | +26.2% | -75.7% | -54.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling