-58.5%
HUBS vs VO
+55.8%
-114.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.2% |
| 7D | -9.0% | -1.5% | -7.5% | -7.1% |
| 30D | +7.2% | -3.0% | +10.3% | +11.6% |
| 3M | +20.9% | +2.8% | +18.0% | +16.9% |
| 6M | -13.0% | +10.9% | -24.0% | -24.5% |
| YTD | -43.8% | +12.5% | -56.3% | -52.2% |
| 1Y | -54.6% | +12.0% | -66.6% | -61.1% |
| 3Y | -58.5% | +56.3% | -114.7% | -76.2% |
| All | -58.5% | +55.8% | -114.3% | -76.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling