-58.5%
HUBS vs VTRS
+84.5%
-143.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -9.0% | -2.2% | -6.8% | -8.5% |
| 30D | +7.2% | +3.3% | +3.9% | +6.3% |
| 3M | +20.9% | +2.0% | +18.9% | +21.1% |
| 6M | -13.0% | +19.9% | -33.0% | -16.1% |
| YTD | -43.8% | +35.7% | -79.6% | -48.2% |
| 1Y | -54.6% | +68.1% | -122.7% | -60.5% |
| 3Y | -58.5% | +87.1% | -145.5% | -66.9% |
| All | -58.5% | +84.5% | -143.0% | -66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 3y: compounded portfolio wealth divided by compounded VTRS 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…
3y analysis · Full analysis span regression · 6 months rolling