+437.9%
HUBB vs VRSN
+299.1%
+138.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.4% | +1.3% |
| 7D | -0.1% | +0.2% | -0.3% | -0.2% |
| 30D | -10.0% | +3.8% | -13.7% | -11.2% |
| 3M | -1.6% | +5.0% | -6.6% | -4.1% |
| 6M | -3.1% | +24.9% | -28.0% | -12.5% |
| YTD | +4.6% | +21.6% | -17.0% | -5.2% |
| 1Y | +3.3% | +2.4% | +0.9% | +0.4% |
| 3Y | +46.6% | +47.3% | -0.8% | +19.1% |
| 5Y | +158.7% | +34.7% | +123.9% | +113.9% |
| All | +437.9% | +299.1% | +138.8% | +209.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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