+822.6%
VOO vs HUBB
+1,273.7%
-451.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -0.9% |
| 7D | +0.5% | +4.8% | -4.3% | -1.5% |
| 30D | -0.9% | -9.3% | +8.4% | +3.2% |
| 3M | +3.9% | -3.9% | +7.8% | +4.8% |
| 6M | +14.5% | -0.8% | +15.4% | +13.1% |
| YTD | +13.0% | +5.6% | +7.4% | +8.0% |
| 1Y | +19.4% | +7.7% | +11.7% | +12.6% |
| 3Y | +78.9% | +47.5% | +31.4% | +40.8% |
| 5Y | +82.3% | +153.7% | -71.4% | +7.3% |
| 10Y | +314.2% | +433.0% | -118.8% | +60.1% |
| All | +822.6% | +1,273.7% | -451.1% | +99.3% |
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 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