-66.4%
HUBS vs VNQ
+7.0%
-73.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | 0.0% |
| 7D | -9.0% | -1.3% | -7.7% | -7.7% |
| 30D | +7.2% | -2.6% | +9.8% | +10.5% |
| 3M | +20.9% | -2.0% | +22.9% | +24.6% |
| 6M | -13.0% | +4.3% | -17.4% | -17.6% |
| YTD | -43.8% | +9.2% | -53.1% | -49.8% |
| 1Y | -54.6% | +5.6% | -60.3% | -57.9% |
| 3Y | -58.5% | +30.8% | -89.3% | -71.6% |
| All | -66.4% | +7.0% | -73.4% | -67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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