+664.8%
HUBS vs VO
+236.9%
+427.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.4% | -3.0% |
| 7D | -6.2% | -0.6% | -5.7% | -5.3% |
| 30D | +6.6% | -1.9% | +8.5% | +9.8% |
| 3M | +16.4% | +3.3% | +13.2% | +10.9% |
| 6M | -19.7% | +9.7% | -29.4% | -30.8% |
| YTD | -42.6% | +12.6% | -55.2% | -52.5% |
| 1Y | -54.2% | +13.6% | -67.8% | -62.5% |
| 3Y | -57.1% | +56.8% | -114.0% | -78.3% |
| 5Y | -66.2% | +42.3% | -108.5% | -78.4% |
| 10Y | +328.3% | +199.2% | +129.1% | +4.0% |
| All | +664.8% | +236.9% | +427.9% | +50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling