-66.4%
HUBS vs VSH
+74.2%
-140.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.1% | -5.3% | -0.4% |
| 7D | -9.0% | +4.8% | -13.8% | -9.9% |
| 30D | +7.2% | -0.7% | +7.9% | +6.9% |
| 3M | +20.9% | -43.1% | +63.9% | +34.4% |
| 6M | -13.0% | +91.8% | -104.8% | -40.2% |
| YTD | -43.8% | +131.6% | -175.5% | -65.8% |
| 1Y | -54.6% | +118.1% | -172.7% | -71.8% |
| 3Y | -58.5% | +40.9% | -99.4% | -69.0% |
| All | -66.4% | +74.2% | -140.5% | -79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling