+13.5%
VT vs HUBB
-1.6%
+15.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.5% | -0.8% |
| 7D | -1.6% | +3.5% | -5.1% | -2.4% |
| 30D | -2.5% | -5.5% | +3.0% | -1.3% |
| 3M | -1.3% | -5.3% | +4.0% | -0.3% |
| 6M | +3.1% | -11.1% | +14.2% | +5.3% |
| YTD | +10.9% | +2.1% | +8.9% | +7.6% |
| All | +13.5% | -1.6% | +15.1% | +11.3% |
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