-50.0%
VTRS vs HUBB
+446.9%
-496.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.1% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | +3.3% | -10.0% | +13.3% | +7.4% |
| 3M | +2.0% | -1.6% | +3.6% | +1.5% |
| 6M | +19.9% | -3.1% | +23.0% | +19.5% |
| YTD | +35.7% | +4.6% | +31.2% | +31.0% |
| 1Y | +68.1% | +3.3% | +64.7% | +62.2% |
| 3Y | +87.1% | +46.6% | +40.5% | +48.7% |
| 5Y | +47.6% | +158.7% | -111.0% | -13.6% |
| All | -50.0% | +446.9% | -496.9% | -80.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling