-58.5%
HUBS vs VSH
+42.0%
-100.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.1% | -5.3% | +0.5% |
| 7D | -9.0% | +4.8% | -13.8% | -9.2% |
| 30D | +7.2% | -0.7% | +7.9% | +7.1% |
| 3M | +20.9% | -43.1% | +63.9% | +27.2% |
| 6M | -13.0% | +91.8% | -104.8% | -30.3% |
| YTD | -43.8% | +131.6% | -175.5% | -58.7% |
| 1Y | -54.6% | +118.1% | -172.7% | -66.1% |
| 3Y | -58.5% | +40.9% | -99.4% | -64.8% |
| All | -58.5% | +42.0% | -100.5% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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