+297.8%
VTI vs HUBS
+323.9%
-26.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -0.9% | -9.0% | +8.1% | +0.9% |
| 30D | -1.4% | +7.2% | -8.7% | -3.3% |
| 3M | +3.6% | +20.9% | -17.3% | -2.1% |
| 6M | +13.6% | -13.0% | +26.6% | +12.4% |
| YTD | +12.9% | -43.8% | +56.8% | +21.5% |
| 1Y | +17.2% | -54.6% | +71.9% | +31.2% |
| 3Y | +75.7% | -58.5% | +134.1% | +94.9% |
| 5Y | +75.4% | -66.4% | +141.8% | +89.6% |
| All | +297.8% | +323.9% | -26.1% | +129.3% |
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