+4.1%
VCIT vs HUBB
+126.3%
-122.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.2% |
| 7D | -1.4% | +1.8% | -3.2% | -1.5% |
| 30D | +0.6% | -7.7% | +8.3% | +0.9% |
| 3M | -2.2% | -13.6% | +11.3% | -1.7% |
| 6M | -2.3% | -9.1% | +6.8% | -2.1% |
| YTD | -2.2% | -0.7% | -1.5% | -2.4% |
| 1Y | -1.4% | +1.1% | -2.4% | -1.7% |
| 3Y | +18.7% | +56.2% | -37.4% | +14.7% |
| All | +4.1% | +126.3% | -122.2% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling