+437.9%
HUBB vs VO
+200.3%
+237.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.9% |
| 7D | -0.1% | -1.5% | +1.4% | +1.6% |
| 30D | -10.0% | -3.0% | -6.9% | -6.9% |
| 3M | -1.6% | +2.8% | -4.4% | -4.2% |
| 6M | -3.1% | +10.9% | -14.0% | -13.0% |
| YTD | +4.6% | +12.5% | -7.9% | -7.3% |
| 1Y | +3.3% | +12.0% | -8.6% | -7.8% |
| 3Y | +46.6% | +56.3% | -9.7% | -5.7% |
| 5Y | +158.7% | +42.9% | +115.7% | +80.1% |
| All | +437.9% | +200.3% | +237.7% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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