+2,826.7%
VRT vs HUBB
+358.3%
+2,468.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +2.9% |
| 7D | +13.6% | +4.8% | +8.8% | +9.0% |
| 30D | +6.8% | -9.3% | +16.1% | +16.7% |
| 3M | -3.2% | -3.9% | +0.7% | +1.7% |
| 6M | +20.3% | -0.8% | +21.2% | +22.8% |
| YTD | +79.6% | +5.6% | +74.0% | +75.0% |
| 1Y | +139.0% | +7.7% | +131.3% | +129.8% |
| 3Y | +644.6% | +47.5% | +597.1% | +505.7% |
| 5Y | +1,024.4% | +153.7% | +870.7% | +541.8% |
| All | +2,826.7% | +358.3% | +2,468.4% | +1,087.5% |
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