+648.6%
HUBS vs VTR
+104.8%
+543.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -9.0% | -0.3% | -8.7% | -8.9% |
| 30D | +7.2% | +1.1% | +6.1% | +6.9% |
| 3M | +20.9% | +7.9% | +13.0% | +18.2% |
| 6M | -13.0% | +6.2% | -19.2% | -15.1% |
| YTD | -43.8% | +17.7% | -61.6% | -47.1% |
| 1Y | -54.6% | +32.9% | -87.5% | -59.0% |
| 3Y | -58.5% | +129.7% | -188.1% | -68.8% |
| 5Y | -66.4% | +89.3% | -155.7% | -73.5% |
| 10Y | +319.2% | +99.1% | +220.1% | +183.5% |
| All | +648.6% | +104.8% | +543.8% | +399.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling