Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • VHUB vs SPY✓SelectedUSD · SPYVHUB vs SPY performance historyLatest closeAs of-3.61%09/08
Stock and ETF performance explorer

VHUB vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-87.5%
SPY return
+11.3%
Excess return
-98.8%
Maximum drawdown
-92.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-3.6%-0.5%-3.1%-2.7%
7D-4.8%+0.5%-5.3%-5.7%
30D+15.9%-0.9%+16.9%+17.9%
3M-38.9%+3.9%-42.8%-43.2%
6M-61.7%+14.5%-76.2%-68.6%
All-87.5%+11.3%-98.8%-90.5%

Cumulative growth

Daily Returns

Daily percentage return beside SPY.

Daily Out/Under-Performance

Portfolio return minus SPY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…

all analysis · Full analysis span regression · 6 months rolling