-58.5%
HUBS vs VOO
+77.4%
-135.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.3% |
| 7D | -9.0% | -0.8% | -8.2% | -8.1% |
| 30D | +7.2% | -1.1% | +8.3% | +8.9% |
| 3M | +20.9% | +3.9% | +17.0% | +15.2% |
| 6M | -13.0% | +13.6% | -26.7% | -27.1% |
| YTD | -43.8% | +12.7% | -56.6% | -52.4% |
| 1Y | -54.6% | +17.6% | -72.2% | -63.8% |
| 3Y | -58.5% | +77.3% | -135.8% | -81.9% |
| All | -58.5% | +77.4% | -135.9% | -81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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