+63.4%
VSH vs HUBB
-4.0%
+67.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.5% | -2.6% | -2.6% |
| 7D | -13.6% | +0.2% | -13.8% | -13.6% |
| 30D | -30.4% | -8.8% | -21.5% | -23.7% |
| 3M | -33.3% | -12.5% | -20.8% | -23.9% |
| 6M | -15.1% | -14.5% | -0.5% | -0.6% |
| YTD | +80.2% | -0.4% | +80.7% | +75.3% |
| 1Y | +63.4% | -3.4% | +66.8% | +65.3% |
| All | +63.4% | -4.0% | +67.4% | +65.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling