+154.2%
HUBB vs VO
+40.2%
+114.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.4% |
| 7D | -1.7% | -2.5% | +0.8% | +0.9% |
| 30D | -12.7% | -3.2% | -9.4% | -9.6% |
| 3M | -2.9% | +3.9% | -6.9% | -6.4% |
| 6M | -4.8% | +9.6% | -14.4% | -13.2% |
| YTD | +2.8% | +11.6% | -8.8% | -7.7% |
| 1Y | +3.5% | +12.6% | -9.1% | -7.8% |
| 3Y | +43.5% | +55.4% | -11.8% | -2.8% |
| 5Y | +154.2% | +41.8% | +112.4% | +81.8% |
| All | +154.2% | +40.2% | +114.0% | +81.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling