+78.5%
VUG vs HUBS
-66.4%
+144.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -0.5% | -9.0% | +8.5% | +1.6% |
| 30D | -1.0% | +7.2% | -8.2% | -3.0% |
| 3M | +3.5% | +20.9% | -17.3% | -3.3% |
| 6M | +14.2% | -13.0% | +27.2% | +12.9% |
| YTD | +8.5% | -43.8% | +52.3% | +19.5% |
| 1Y | +12.9% | -54.6% | +67.5% | +30.8% |
| 3Y | +85.6% | -58.5% | +144.1% | +113.1% |
| All | +78.5% | -66.4% | +144.9% | +92.9% |
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 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