+84.5%
VTR vs HUBB
+157.3%
-72.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.8% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | +1.1% | -10.0% | +11.1% | +2.9% |
| 3M | +7.9% | -1.6% | +9.5% | +7.5% |
| 6M | +6.2% | -3.1% | +9.2% | +5.6% |
| YTD | +17.7% | +4.6% | +13.1% | +15.0% |
| 1Y | +32.9% | +3.3% | +29.5% | +29.7% |
| 3Y | +129.7% | +46.6% | +83.1% | +92.9% |
| All | +84.5% | +157.3% | -72.8% | +17.3% |
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 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