+512.3%
HUBB vs VTEB
+25.5%
+486.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.5% |
| 7D | -0.1% | -0.9% | +0.9% | +0.6% |
| 30D | -10.0% | -2.5% | -7.5% | -8.3% |
| 3M | -1.6% | -3.0% | +1.4% | +0.5% |
| 6M | -3.1% | -2.1% | -1.0% | -1.5% |
| YTD | +4.6% | -1.5% | +6.1% | +5.9% |
| 1Y | +3.3% | +0.2% | +3.2% | +3.4% |
| 3Y | +46.6% | +8.6% | +38.0% | +38.4% |
| 5Y | +158.7% | +1.2% | +157.5% | +156.3% |
| 10Y | +443.5% | +18.1% | +425.4% | +529.1% |
| All | +512.3% | +25.5% | +486.8% | +710.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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