+1,869.4%
HUBB vs VO
+827.2%
+1,042.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.3% |
| 7D | +0.5% | -0.3% | +0.8% | +0.8% |
| 30D | -10.0% | -0.3% | -9.7% | -9.6% |
| 3M | -4.8% | +2.9% | -7.7% | -7.2% |
| 6M | -5.6% | +9.3% | -14.9% | -13.1% |
| YTD | +4.7% | +14.2% | -9.5% | -7.6% |
| 1Y | +6.7% | +15.3% | -8.6% | -6.5% |
| 3Y | +45.8% | +56.2% | -10.5% | -2.7% |
| 5Y | +145.9% | +42.4% | +103.5% | +77.1% |
| 10Y | +418.6% | +194.7% | +223.8% | +92.1% |
| All | +1,869.4% | +827.2% | +1,042.2% | +147.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling