+46.6%
HUBB vs VIG
+55.8%
-9.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +0.7% |
| 7D | -0.1% | -1.1% | +1.0% | +1.5% |
| 30D | -10.0% | -2.7% | -7.2% | -6.3% |
| 3M | -1.6% | +2.5% | -4.1% | -5.0% |
| 6M | -3.1% | +9.2% | -12.3% | -14.7% |
| YTD | +4.6% | +9.8% | -5.2% | -8.5% |
| 1Y | +3.3% | +12.4% | -9.0% | -12.4% |
| 3Y | +46.6% | +55.9% | -9.3% | -15.0% |
| All | +46.6% | +55.8% | -9.2% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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