+79.2%
VZ vs HUBS
-57.3%
+136.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.3% | +2.9% | -1.4% |
| 7D | -1.0% | -6.2% | +5.3% | -1.1% |
| 30D | +5.8% | +6.6% | -0.9% | +5.9% |
| 3M | +10.5% | +16.4% | -5.9% | +11.1% |
| 6M | +1.8% | -19.7% | +21.5% | +1.0% |
| YTD | +28.3% | -42.6% | +70.9% | +26.2% |
| 1Y | +22.0% | -54.2% | +76.1% | +19.0% |
| All | +79.2% | -57.3% | +136.6% | +65.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling