+2,545.5%
VRT vs HUBS
+92.1%
+2,453.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.3% | -5.4% | -8.5% |
| 7D | +2.4% | -6.2% | +8.7% | +4.2% |
| 30D | -2.7% | +6.6% | -9.3% | -5.3% |
| 3M | -9.2% | +16.4% | -25.6% | -16.8% |
| 6M | -0.5% | -19.7% | +19.2% | -1.6% |
| YTD | +62.3% | -42.6% | +105.0% | +76.6% |
| 1Y | +109.6% | -54.2% | +163.7% | +144.3% |
| 3Y | +573.1% | -57.1% | +630.2% | +695.6% |
| 5Y | +953.6% | -66.2% | +1,019.9% | +1,113.5% |
| All | +2,545.5% | +92.1% | +2,453.4% | +1,643.4% |
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