+22.7%
VZ vs HUBS
-55.3%
+78.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.3% | +0.5% |
| 7D | -1.2% | -12.4% | +11.1% | -1.3% |
| 30D | +5.7% | +1.4% | +4.3% | +5.7% |
| 3M | +8.2% | +16.0% | -7.7% | +8.6% |
| 6M | +1.7% | -17.0% | +18.7% | +0.8% |
| YTD | +28.9% | -44.3% | +73.1% | +26.5% |
| 1Y | +22.7% | -54.3% | +77.0% | +18.3% |
| All | +22.7% | -55.3% | +78.0% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling