-3.5%
VG vs HUBB
-16.7%
+13.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.5% | +1.1% |
| 7D | -22.0% | +1.7% | -23.7% | -21.1% |
| 30D | -11.6% | -9.7% | -2.0% | -15.4% |
| 3M | -14.9% | -15.2% | +0.3% | -21.8% |
| 6M | -3.5% | -14.0% | +10.5% | -4.3% |
| All | -3.5% | -16.7% | +13.1% | -4.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling