+1,281.9%
HUBB vs VOO
+812.0%
+469.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.5% |
| 7D | +4.8% | +0.5% | +4.3% | +4.2% |
| 30D | -9.3% | -0.9% | -8.4% | -8.4% |
| 3M | -3.9% | +3.9% | -7.8% | -7.7% |
| 6M | -0.8% | +14.5% | -15.4% | -14.5% |
| YTD | +5.6% | +13.0% | -7.4% | -7.4% |
| 1Y | +7.7% | +19.4% | -11.7% | -10.9% |
| 3Y | +47.5% | +78.9% | -31.4% | -19.7% |
| 5Y | +153.7% | +82.3% | +71.4% | +33.8% |
| 10Y | +433.0% | +314.2% | +118.8% | +13.1% |
| All | +1,281.9% | +812.0% | +469.9% | +11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling