+2,010.2%
VRT vs HUBB
+331.9%
+1,678.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.8% | +2.6% |
| 7D | +18.6% | +4.6% | +14.0% | +14.2% |
| 30D | -11.7% | -8.4% | -3.3% | -3.7% |
| 3M | -27.3% | -14.3% | -12.9% | -15.4% |
| 6M | -42.9% | -9.3% | -33.5% | -36.0% |
| YTD | +29.5% | -0.5% | +30.0% | +34.5% |
| 1Y | +21.0% | -2.1% | +23.2% | +28.0% |
| 3Y | +403.1% | +57.2% | +345.9% | +300.9% |
| 5Y | +688.8% | +127.1% | +561.7% | +394.1% |
| All | +2,010.2% | +331.9% | +1,678.3% | +813.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling