+645.9%
VST vs HUBS
-73.8%
+719.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | -0.1% |
| 7D | +19.2% | +5.3% | +13.8% | +18.3% |
| 30D | -17.2% | -2.5% | -14.7% | -17.1% |
| 3M | -8.1% | +2.7% | -10.9% | -9.7% |
| 6M | -8.1% | +20.2% | -28.3% | -14.9% |
| YTD | -16.3% | -46.2% | +30.0% | -10.0% |
| 1Y | -24.1% | -45.3% | +21.2% | -19.0% |
| 3Y | +300.2% | -49.7% | +349.9% | +342.1% |
| 5Y | +645.9% | -74.3% | +720.2% | +688.4% |
| All | +645.9% | -73.8% | +719.7% | +688.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling