+499.2%
VUG vs HUBS
+598.6%
-99.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | +0.5% |
| 7D | +0.1% | -6.2% | +6.3% | +1.5% |
| 30D | -1.7% | +6.6% | -8.3% | -3.7% |
| 3M | +2.8% | +16.4% | -13.6% | -3.2% |
| 6M | +13.6% | -19.7% | +33.4% | +14.4% |
| YTD | +8.1% | -42.6% | +50.7% | +17.0% |
| 1Y | +13.1% | -54.2% | +67.2% | +28.6% |
| 3Y | +87.0% | -57.1% | +144.1% | +110.2% |
| 5Y | +76.0% | -66.2% | +142.2% | +94.5% |
| 10Y | +420.5% | +328.3% | +92.2% | +218.2% |
| All | +499.2% | +598.6% | -99.4% | +239.0% |
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