-66.4%
HUBS vs VTV
+80.6%
-147.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | -0.2% |
| 7D | -9.0% | -1.1% | -7.9% | -7.6% |
| 30D | +7.2% | -1.0% | +8.3% | +8.8% |
| 3M | +20.9% | +4.6% | +16.2% | +13.6% |
| 6M | -13.0% | +13.5% | -26.5% | -28.0% |
| YTD | -43.8% | +18.5% | -62.3% | -56.8% |
| 1Y | -54.6% | +22.9% | -77.5% | -67.0% |
| 3Y | -58.5% | +67.8% | -126.3% | -81.7% |
| All | -66.4% | +80.6% | -147.0% | -85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling