+188.2%
VRTX vs HUBB
+126.3%
+61.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -1.6% | +1.8% | -3.3% | -1.8% |
| 30D | +8.0% | -7.7% | +15.7% | +9.1% |
| 3M | +4.3% | -13.6% | +17.9% | +6.2% |
| 6M | +18.9% | -9.1% | +28.0% | +19.7% |
| YTD | +18.8% | -0.7% | +19.5% | +17.5% |
| 1Y | +24.0% | +1.1% | +22.9% | +22.2% |
| 3Y | +42.1% | +56.2% | -14.0% | +27.1% |
| All | +188.2% | +126.3% | +61.9% | +127.7% |
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