+953.6%
VRT vs HUBB
+148.7%
+805.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.1% | -7.5% | -7.2% |
| 7D | +2.4% | +1.1% | +1.3% | +1.4% |
| 30D | -2.7% | -9.6% | +6.9% | +9.7% |
| 3M | -9.2% | -6.2% | -3.0% | -0.7% |
| 6M | -0.5% | -6.2% | +5.6% | +7.6% |
| YTD | +62.3% | +3.4% | +59.0% | +58.7% |
| 1Y | +109.6% | +5.3% | +104.2% | +100.8% |
| 3Y | +573.1% | +44.4% | +528.7% | +402.3% |
| 5Y | +953.6% | +152.4% | +801.3% | +306.0% |
| All | +953.6% | +148.7% | +805.0% | +306.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling