+75.8%
VXUS vs HUBB
+48.8%
+27.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.2% | -0.6% |
| 7D | +1.6% | +4.8% | -3.3% | +0.4% |
| 30D | +1.0% | -9.3% | +10.3% | +3.4% |
| 3M | +5.7% | -3.9% | +9.5% | +6.4% |
| 6M | +13.6% | -0.8% | +14.4% | +13.0% |
| YTD | +17.4% | +5.6% | +11.8% | +15.0% |
| 1Y | +25.1% | +7.7% | +17.3% | +21.6% |
| 3Y | +75.8% | +47.5% | +28.4% | +54.2% |
| All | +75.8% | +48.8% | +27.0% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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