+954.4%
VTI vs HUBB
+2,872.1%
-1,917.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -1.0% |
| 7D | +0.6% | +4.8% | -4.2% | -1.5% |
| 30D | -1.1% | -9.3% | +8.2% | +3.3% |
| 3M | +3.9% | -3.9% | +7.8% | +4.9% |
| 6M | +14.6% | -0.8% | +15.5% | +13.1% |
| YTD | +13.3% | +5.6% | +7.7% | +8.2% |
| 1Y | +19.2% | +7.7% | +11.4% | +12.2% |
| 3Y | +77.4% | +47.5% | +29.9% | +38.9% |
| 5Y | +74.0% | +153.7% | -79.6% | +2.0% |
| 10Y | +294.6% | +433.0% | -138.4% | +53.2% |
| All | +954.4% | +2,872.1% | -1,917.7% | +52.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling