+561.7%
VTRS vs HUBB
+149,745.2%
-149,183.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.7% |
| 7D | -3.3% | -1.7% | -1.6% | -3.3% |
| 30D | +1.4% | -12.7% | +14.0% | +1.5% |
| 3M | +4.6% | -2.9% | +7.6% | +4.7% |
| 6M | +18.1% | -4.8% | +22.9% | +18.1% |
| YTD | +34.7% | +2.8% | +31.9% | +34.6% |
| 1Y | +65.6% | +3.5% | +62.1% | +65.5% |
| 3Y | +83.8% | +43.5% | +40.2% | +83.0% |
| 5Y | +46.5% | +154.2% | -107.7% | +45.1% |
| 10Y | -48.6% | +434.0% | -482.6% | -49.4% |
| All | +561.7% | +149,745.2% | -149,183.5% | +578.2% |
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 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