+78.6%
VZ vs HUBS
+559.3%
-480.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.4% |
| 7D | +1.5% | +8.3% | -6.8% | +1.2% |
| 30D | +4.4% | -4.0% | +8.3% | +4.4% |
| 3M | -2.4% | -9.7% | +7.3% | -2.2% |
| 6M | +1.4% | +21.4% | -19.9% | +0.6% |
| YTD | +21.4% | -45.9% | +67.3% | +22.7% |
| 1Y | +20.3% | -44.4% | +64.7% | +21.4% |
| 3Y | +57.4% | -49.7% | +107.1% | +57.5% |
| 5Y | +21.9% | -74.2% | +96.1% | +23.1% |
| 10Y | +70.7% | +275.5% | -204.8% | +44.5% |
| All | +78.6% | +559.3% | -480.8% | +46.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling