-64.7%
HUBS vs VT
+66.2%
-130.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.1% |
| 7D | -4.3% | +1.0% | -5.3% | -5.8% |
| 30D | +14.2% | -0.2% | +14.5% | +14.8% |
| 3M | +15.5% | +4.5% | +11.0% | +5.9% |
| 6M | -18.9% | +14.1% | -33.0% | -37.7% |
| YTD | -40.1% | +14.8% | -54.8% | -54.8% |
| 1Y | -51.8% | +21.2% | -73.0% | -67.2% |
| 3Y | -55.2% | +76.6% | -131.8% | -85.8% |
| 5Y | -64.7% | +66.6% | -131.3% | -85.9% |
| All | -64.7% | +66.2% | -130.9% | -85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling