+1,239.8%
VLO vs HUBS
+598.6%
+641.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.3% | +5.8% | +2.3% |
| 7D | +6.2% | -6.2% | +12.5% | +7.2% |
| 30D | +23.5% | +6.6% | +16.9% | +21.8% |
| 3M | +53.9% | +16.4% | +37.4% | +47.9% |
| 6M | +81.7% | -19.7% | +101.4% | +82.7% |
| YTD | +142.5% | -42.6% | +185.1% | +155.8% |
| 1Y | +145.4% | -54.2% | +199.6% | +167.8% |
| 3Y | +197.3% | -57.1% | +254.5% | +220.7% |
| 5Y | +614.6% | -66.2% | +680.8% | +654.3% |
| 10Y | +938.9% | +328.3% | +610.6% | +438.5% |
| All | +1,239.8% | +598.6% | +641.2% | +524.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling