-32.0%
VST vs HUBB
-7.4%
-24.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +2.5% | +8.0% | +9.0% |
| 7D | -9.8% | +1.7% | -11.5% | -10.2% |
| 30D | -25.1% | -9.7% | -15.5% | -20.5% |
| 3M | -11.6% | -15.2% | +3.6% | -2.9% |
| 6M | -20.9% | -14.0% | -6.9% | -14.4% |
| YTD | -22.3% | -2.4% | -19.9% | -25.7% |
| 1Y | -32.0% | -5.8% | -26.2% | -34.0% |
| All | -32.0% | -7.4% | -24.6% | -34.0% |
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 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