-54.6%
HUBS vs VO
+13.3%
-67.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.1% |
| 7D | -9.0% | -1.5% | -7.5% | -7.7% |
| 30D | +7.2% | -3.0% | +10.3% | +10.2% |
| 3M | +20.9% | +2.8% | +18.0% | +18.6% |
| 6M | -13.0% | +10.9% | -24.0% | -21.2% |
| YTD | -43.8% | +12.5% | -56.3% | -50.4% |
| 1Y | -54.6% | +12.0% | -66.6% | -59.7% |
| All | -54.6% | +13.3% | -67.9% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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