+85.6%
VUG vs HUBS
-58.2%
+143.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -0.5% | -9.0% | +8.5% | +0.8% |
| 30D | -1.0% | +7.2% | -8.2% | -2.2% |
| 3M | +3.5% | +20.9% | -17.3% | -1.0% |
| 6M | +14.2% | -13.0% | +27.2% | +14.0% |
| YTD | +8.5% | -43.8% | +52.3% | +19.4% |
| 1Y | +12.9% | -54.6% | +67.5% | +30.3% |
| 3Y | +85.6% | -58.5% | +144.1% | +114.9% |
| All | +85.6% | -58.2% | +143.9% | +114.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling