+48.2%
HUBB vs VLTO
+56.3%
-8.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -2.6% | +1.6% | -4.2% | -3.2% |
| 30D | -7.7% | +22.0% | -29.6% | -15.0% |
| 3M | -13.0% | +21.9% | -34.9% | -20.0% |
| 6M | -10.6% | +36.5% | -47.1% | -22.4% |
| YTD | -0.6% | +19.0% | -19.5% | -7.8% |
| 1Y | -4.1% | +21.0% | -25.1% | -12.1% |
| 3Y | +57.2% | +69.9% | -12.7% | +26.2% |
| All | +48.2% | +56.3% | -8.1% | +24.4% |
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