+437.9%
HUBB vs VCLT
+17.1%
+420.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.7% |
| 7D | -0.1% | -1.4% | +1.3% | +0.5% |
| 30D | -10.0% | -1.2% | -8.8% | -9.5% |
| 3M | -1.6% | -4.8% | +3.2% | +0.5% |
| 6M | -3.1% | -2.6% | -0.5% | -1.9% |
| YTD | +4.6% | -3.3% | +7.9% | +6.3% |
| 1Y | +3.3% | -4.8% | +8.2% | +5.6% |
| 3Y | +46.6% | +11.5% | +35.1% | +40.2% |
| 5Y | +158.7% | -17.0% | +175.6% | +172.1% |
| All | +437.9% | +17.1% | +420.8% | +453.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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