+81.7%
VLO vs HUBS
-20.2%
+101.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.3% | +5.8% | +1.7% |
| 7D | +6.2% | -6.2% | +12.5% | +6.4% |
| 30D | +23.5% | +6.6% | +16.9% | +23.2% |
| 3M | +53.9% | +16.4% | +37.4% | +52.8% |
| 6M | +81.7% | -19.7% | +101.4% | +69.9% |
| All | +81.7% | -20.2% | +101.9% | +69.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling