+1,075.1%
VST vs HUBS
+279.1%
+795.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.2% |
| 7D | +6.6% | +8.3% | -1.7% | +5.3% |
| 30D | -12.4% | -4.0% | -8.4% | -12.1% |
| 3M | -9.0% | -9.7% | +0.7% | -8.5% |
| 6M | -6.4% | +21.4% | -27.8% | -13.5% |
| YTD | -17.2% | -45.9% | +28.7% | -11.9% |
| 1Y | -22.0% | -44.4% | +22.4% | -17.8% |
| 3Y | +296.7% | -49.7% | +346.3% | +326.7% |
| 5Y | +637.6% | -74.2% | +711.8% | +738.4% |
| 10Y | +1,138.2% | +275.5% | +862.7% | +640.5% |
| All | +1,075.1% | +279.1% | +795.9% | +618.7% |
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