+308.1%
HUBS price history and return analytics
+229.8%
+78.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.6% |
| 7D | -9.0% | -1.1% | -7.9% | -7.3% |
| 30D | +7.2% | -1.0% | +8.2% | +9.1% |
| 3M | +20.9% | +3.2% | +17.7% | +14.2% |
| 6M | -13.0% | +12.5% | -25.5% | -29.9% |
| YTD | -43.8% | +14.1% | -57.9% | -56.0% |
| 1Y | -54.6% | +18.9% | -73.5% | -66.8% |
| 3Y | -58.5% | +74.1% | -132.5% | -83.7% |
| 5Y | -66.4% | +66.9% | -133.3% | -84.7% |
| All | +308.1% | +229.8% | +78.4% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling