+57.3%
HUBB vs VLTO
+26.2%
+31.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | +4.8% | -1.6% | +6.4% | +5.5% |
| 30D | -9.3% | -2.9% | -6.4% | -8.2% |
| 3M | -3.9% | +12.7% | -16.6% | -9.7% |
| 6M | -0.8% | +1.6% | -2.4% | -2.0% |
| YTD | +5.6% | -4.0% | +9.5% | +7.1% |
| 1Y | +7.7% | -10.2% | +17.9% | +13.0% |
| All | +57.3% | +26.2% | +31.1% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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