+59.9%
VEA vs HUBB
+157.3%
-97.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.6% |
| 7D | -1.5% | -0.1% | -1.4% | -1.4% |
| 30D | -0.8% | -10.0% | +9.1% | +2.1% |
| 3M | +2.5% | -1.6% | +4.1% | +2.6% |
| 6M | +11.1% | -3.1% | +14.2% | +11.3% |
| YTD | +17.2% | +4.6% | +12.6% | +14.6% |
| 1Y | +24.5% | +3.3% | +21.2% | +21.9% |
| 3Y | +75.4% | +46.6% | +28.8% | +50.0% |
| All | +59.9% | +157.3% | -97.4% | +6.4% |
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