+65.6%
VSH vs HUBB
+148.7%
-83.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.5% |
| 7D | +3.1% | -1.7% | +4.8% | +4.3% |
| 30D | -5.7% | -12.7% | +7.0% | +4.2% |
| 3M | -42.5% | -2.9% | -39.5% | -40.6% |
| 6M | +82.7% | -4.8% | +87.5% | +90.5% |
| YTD | +118.2% | +2.8% | +115.5% | +116.5% |
| 1Y | +109.7% | +3.5% | +106.1% | +107.1% |
| 3Y | +35.3% | +43.5% | -8.3% | +7.6% |
| 5Y | +65.6% | +154.2% | -88.6% | -10.4% |
| All | +65.6% | +148.7% | -83.1% | -10.4% |
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