+2,260.0%
VGT vs HUBB
+1,837.6%
+422.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.9% |
| 7D | +1.5% | +1.1% | +0.4% | +0.9% |
| 30D | +0.5% | -9.6% | +10.1% | +5.5% |
| 3M | +5.3% | -6.2% | +11.4% | +8.1% |
| 6M | +32.4% | -6.2% | +38.6% | +35.1% |
| YTD | +28.6% | +3.4% | +25.2% | +24.6% |
| 1Y | +37.6% | +5.3% | +32.3% | +31.6% |
| 3Y | +125.5% | +44.4% | +81.1% | +80.1% |
| 5Y | +135.2% | +152.4% | -17.2% | +39.1% |
| 10Y | +812.9% | +437.0% | +375.8% | +251.3% |
| All | +2,260.0% | +1,837.6% | +422.4% | +320.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling