+60.4%
HUBB vs VT
+69.7%
-9.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.2% |
| 7D | +1.7% | -2.3% | +4.0% | +4.6% |
| 30D | -9.7% | -5.0% | -4.7% | -3.7% |
| 3M | -15.2% | -4.9% | -10.3% | -9.5% |
| 6M | -14.0% | -1.5% | -12.4% | -12.3% |
| YTD | -2.4% | +8.5% | -10.9% | -13.0% |
| 1Y | -5.8% | +11.4% | -17.2% | -18.8% |
| 3Y | +60.4% | +70.1% | -9.7% | -13.3% |
| All | +60.4% | +69.7% | -9.3% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling