+75.4%
VEA vs HUBS
-58.2%
+133.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | -1.5% | -9.0% | +7.5% | -1.0% |
| 30D | -0.8% | +7.2% | -8.1% | -1.3% |
| 3M | +2.5% | +20.9% | -18.4% | +0.9% |
| 6M | +11.1% | -13.0% | +24.2% | +11.4% |
| YTD | +17.2% | -43.8% | +61.0% | +23.0% |
| 1Y | +24.5% | -54.6% | +79.2% | +33.8% |
| 3Y | +75.4% | -58.5% | +133.9% | +85.1% |
| All | +75.4% | -58.2% | +133.7% | +85.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling