+722.6%
HUBS vs VT
+249.1%
+473.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -5.0% | +0.4% | -5.5% | -5.6% |
| 30D | -1.0% | +1.0% | -2.0% | -2.3% |
| 3M | +12.4% | +2.4% | +10.0% | +7.2% |
| 6M | -11.1% | +12.0% | -23.1% | -27.6% |
| YTD | -38.3% | +15.3% | -53.6% | -52.1% |
| 1Y | -46.7% | +22.6% | -69.3% | -62.4% |
| 3Y | -55.1% | +74.7% | -129.8% | -81.8% |
| 5Y | -64.8% | +66.1% | -131.0% | -83.4% |
| 10Y | +334.3% | +225.0% | +109.3% | -16.6% |
| All | +722.6% | +249.1% | +473.5% | +38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling