+2,486.9%
VRT vs HUBS
+88.1%
+2,398.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.4% |
| 7D | -8.4% | -9.0% | +0.6% | -5.9% |
| 30D | -10.9% | +7.2% | -18.1% | -13.4% |
| 3M | -13.7% | +20.9% | -34.6% | -21.8% |
| 6M | -4.1% | -13.0% | +8.9% | -7.8% |
| YTD | +58.7% | -43.8% | +102.6% | +73.8% |
| 1Y | +89.6% | -54.6% | +144.3% | +121.8% |
| 3Y | +558.1% | -58.5% | +616.6% | +685.5% |
| 5Y | +953.0% | -66.4% | +1,019.4% | +1,114.5% |
| All | +2,486.9% | +88.1% | +2,398.8% | +1,615.3% |
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