+28.9%
VCIT vs HUBB
+402.2%
-373.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.7% | -0.2% |
| 7D | +0.1% | +1.7% | -1.6% | 0.0% |
| 30D | +1.9% | -9.7% | +11.6% | +2.3% |
| 3M | -1.4% | -15.2% | +13.7% | -0.9% |
| 6M | -2.1% | -14.0% | +11.9% | -1.7% |
| YTD | -1.6% | -2.4% | +0.8% | -1.7% |
| 1Y | -0.9% | -5.8% | +4.9% | -0.9% |
| 3Y | +20.0% | +60.4% | -40.4% | +17.2% |
| 5Y | +3.1% | +125.4% | -122.3% | -0.8% |
| All | +28.9% | +402.2% | -373.3% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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