+124.8%
VGT vs HUBB
+46.2%
+78.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +0.4% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | -0.4% | -10.0% | +9.5% | +4.6% |
| 3M | +4.4% | -1.6% | +6.0% | +4.7% |
| 6M | +32.1% | -3.1% | +35.2% | +32.2% |
| YTD | +28.8% | +4.6% | +24.2% | +23.5% |
| 1Y | +35.3% | +3.3% | +32.0% | +30.2% |
| 3Y | +124.8% | +46.6% | +78.2% | +82.4% |
| All | +124.8% | +46.2% | +78.6% | +82.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling