-48.6%
HUBS vs VT
+13.3%
-61.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.8% | +2.9% |
| 7D | -6.4% | -0.7% | -5.7% | -6.5% |
| 30D | -9.2% | -1.7% | -7.4% | -9.3% |
| 3M | -8.0% | -2.3% | -5.7% | -8.1% |
| 6M | +6.0% | +1.5% | +4.5% | +7.0% |
| YTD | -49.4% | +12.0% | -61.5% | -51.8% |
| 1Y | -48.6% | +12.9% | -61.5% | -51.2% |
| All | -48.6% | +13.3% | -61.9% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling