+437.9%
HUBB vs VEU
+155.0%
+282.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.7% | +0.7% |
| 7D | -0.1% | -1.4% | +1.4% | +1.4% |
| 30D | -10.0% | -0.4% | -9.5% | -9.5% |
| 3M | -1.6% | +2.5% | -4.1% | -3.8% |
| 6M | -3.1% | +11.1% | -14.2% | -13.4% |
| YTD | +4.6% | +16.5% | -11.9% | -10.8% |
| 1Y | +3.3% | +22.9% | -19.6% | -16.5% |
| 3Y | +46.6% | +73.4% | -26.8% | -16.2% |
| 5Y | +158.7% | +56.1% | +102.6% | +63.7% |
| All | +437.9% | +155.0% | +282.9% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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