+644.6%
VRT vs HUBB
+48.8%
+595.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +2.6% |
| 7D | +13.6% | +4.8% | +8.8% | +7.1% |
| 30D | +6.8% | -9.3% | +16.1% | +20.9% |
| 3M | -3.2% | -3.9% | +0.7% | +3.1% |
| 6M | +20.3% | -0.8% | +21.2% | +21.5% |
| YTD | +79.6% | +5.6% | +74.0% | +68.3% |
| 1Y | +139.0% | +7.7% | +131.3% | +118.3% |
| 3Y | +644.6% | +47.5% | +597.1% | +444.9% |
| All | +644.6% | +48.8% | +595.8% | +444.9% |
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