+437.9%
HUBB vs VOO
+325.3%
+112.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +0.9% | +0.9% |
| 7D | -0.1% | -0.8% | +0.7% | +0.8% |
| 30D | -10.0% | -1.1% | -8.9% | -8.9% |
| 3M | -1.6% | +3.9% | -5.5% | -5.4% |
| 6M | -3.1% | +13.6% | -16.7% | -15.5% |
| YTD | +4.6% | +12.7% | -8.1% | -7.9% |
| 1Y | +3.3% | +17.6% | -14.2% | -12.8% |
| 3Y | +46.6% | +77.3% | -30.7% | -18.3% |
| 5Y | +158.7% | +84.1% | +74.6% | +37.2% |
| All | +437.9% | +325.3% | +112.6% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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