+9.4%
VG vs HUBB
+7.9%
+1.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.3% | +2.3% |
| 7D | -2.5% | +4.8% | -7.4% | -1.6% |
| 30D | +11.1% | -9.3% | +20.4% | +9.3% |
| 3M | +14.9% | -3.9% | +18.8% | +14.3% |
| 6M | +18.4% | -0.8% | +19.2% | +15.4% |
| YTD | +116.6% | +5.6% | +111.0% | +98.5% |
| 1Y | +9.4% | +7.7% | +1.6% | -4.0% |
| All | +9.4% | +7.9% | +1.5% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling