-54.6%
HUBS vs VTR
+33.3%
-87.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.6% |
| 7D | -9.0% | -0.3% | -8.7% | -9.1% |
| 30D | +7.2% | +1.1% | +6.1% | +7.6% |
| 3M | +20.9% | +7.9% | +13.0% | +29.2% |
| 6M | -13.0% | +6.2% | -19.2% | -7.5% |
| YTD | -43.8% | +17.7% | -61.6% | -36.7% |
| 1Y | -54.6% | +32.9% | -87.5% | -47.0% |
| All | -54.6% | +33.3% | -87.9% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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