+631.1%
VRT vs HUBB
+127.3%
+503.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.3% | -2.1% |
| 7D | -17.7% | -2.6% | -15.1% | -14.2% |
| 30D | -20.0% | -7.7% | -12.3% | -11.5% |
| 3M | -28.1% | -13.0% | -15.1% | -14.4% |
| 6M | -42.8% | -10.6% | -32.3% | -33.4% |
| YTD | +20.0% | -0.6% | +20.5% | +23.6% |
| 1Y | +3.5% | -4.1% | +7.6% | +11.6% |
| 3Y | +366.1% | +57.2% | +308.9% | +224.8% |
| All | +631.1% | +127.3% | +503.8% | +213.0% |
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