-46.7%
HUBS vs VTV
+27.0%
-73.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -3.0% |
| 7D | -5.0% | +0.5% | -5.5% | -4.9% |
| 30D | -1.0% | +1.1% | -2.1% | -0.7% |
| 3M | +12.4% | +5.9% | +6.5% | +15.0% |
| 6M | -11.1% | +11.6% | -22.8% | -8.1% |
| YTD | -38.3% | +19.8% | -58.1% | -39.4% |
| 1Y | -46.7% | +26.2% | -72.9% | -48.8% |
| All | -46.7% | +27.0% | -73.7% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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