+46.1%
VXUS vs HUBB
+126.3%
-80.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +2.1% | +1.8% | +0.4% | +1.7% |
| 30D | -1.1% | -7.7% | +6.6% | +0.9% |
| 3M | -5.6% | -13.6% | +7.9% | -2.1% |
| 6M | -2.3% | -9.1% | +6.9% | -0.3% |
| YTD | +10.4% | -0.7% | +11.1% | +9.4% |
| 1Y | +13.1% | +1.1% | +12.0% | +11.5% |
| 3Y | +68.0% | +56.2% | +11.8% | +42.2% |
| All | +46.1% | +126.3% | -80.2% | +3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling