+161.1%
VEA vs HUBS
+323.9%
-162.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | -1.5% | -9.0% | +7.5% | -0.2% |
| 30D | -0.8% | +7.2% | -8.1% | -2.1% |
| 3M | +2.5% | +20.9% | -18.4% | -1.7% |
| 6M | +11.1% | -13.0% | +24.2% | +10.3% |
| YTD | +17.2% | -43.8% | +61.0% | +23.7% |
| 1Y | +24.5% | -54.6% | +79.2% | +35.4% |
| 3Y | +75.4% | -58.5% | +133.9% | +88.6% |
| 5Y | +61.1% | -66.4% | +127.5% | +69.2% |
| All | +161.1% | +323.9% | -162.8% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 10y: compounded portfolio wealth divided by compounded HUBS 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…
10y analysis · Full analysis span regression · 6 months rolling