-54.2%
HUBS vs VT
+20.4%
-74.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -4.1% |
| 7D | -6.2% | -0.1% | -6.1% | -6.2% |
| 30D | +6.6% | -0.7% | +7.3% | +6.8% |
| 3M | +16.4% | +4.0% | +12.4% | +16.0% |
| 6M | -19.7% | +12.3% | -32.0% | -23.6% |
| YTD | -42.6% | +14.0% | -56.7% | -47.0% |
| 1Y | -54.2% | +20.3% | -74.5% | -60.8% |
| All | -54.2% | +20.4% | -74.6% | -60.8% |
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