+53.1%
VXUS vs HUBS
-66.4%
+119.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | -1.4% | -9.0% | +7.6% | -0.6% |
| 30D | -0.5% | +7.2% | -7.7% | -1.4% |
| 3M | +2.6% | +20.9% | -18.3% | -0.5% |
| 6M | +10.9% | -13.0% | +23.9% | +10.5% |
| YTD | +16.1% | -43.8% | +60.0% | +22.0% |
| 1Y | +22.3% | -54.6% | +76.9% | +31.7% |
| 3Y | +72.0% | -58.5% | +130.5% | +83.3% |
| All | +53.1% | -66.4% | +119.5% | +54.2% |
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